Salt la conținutul principal
Twenty doesn’t yet support native formula fields yet (coming in 2026), but you can achieve the same result using workflows. This workaround lets you automatically calculate and populate field values—from simple concatenations to complex business logic.

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Cazuri de Utilizare Comune

Use CaseFormula Example
Full nameFirst Name + ” ” + Last Name
Expected amountAmount × Probability
Days until dueDue Date - Today
Days in stageToday - Stage Entry Date
Lead scorePoints based on multiple criteria
For a complete example of tracking time in pipeline stages, see Track How Long Opportunities Stay in Each Stage.

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Basic Formula: Concatenation

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Example: Auto-Fill Full Name

Goal: Automatically combine first and last name into a full name field.

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Configurare

  1. Trigger: Record is Updated or Created (People)
  2. Filter: Check that first name or last name changed
  3. Code action: 
export const main = async (params) => {
  const { firstName, lastName } = params;

  const fullName = [firstName, lastName]
    .filter(Boolean)
    .join(' ');

  return { fullName };
};
  1. Update Record: Set Full Name to {{code.fullName}}

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Numeric Formula: Expected Amount

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Example: Calculate Expected Revenue

Goal: Multiply opportunity amount by probability to get expected amount. See How to Show Expected Amount in Pipeline for the complete workflow.

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Quick Setup

  1. Trigger: Record is Updated (Opportunities, Amount OR Probability field)
  2. Code action: 
export const main = async (params) => {
  const { amount, probability } = params;

  const expectedAmount = (amount || 0) * (probability || 0) / 100;

  return { expectedAmount };
};
  1. Update Record: Set Expected Amount to {{code.expectedAmount}}

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Date Formula: Days Calculation

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Example: Days Until Task Due

Goal: Calculate how many days remain until a task’s due date.

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Configurare

  1. Trigger: Record is Updated or Created (Tasks, Due Date field)
  2. Code action: 
export const main = async (params) => {
  const { dueDate } = params;

  if (!dueDate) {
    return { daysUntilDue: null };
  }

  const due = new Date(dueDate);
  const today = new Date();
  const diffTime = due - today;
  const diffDays = Math.ceil(diffTime / (1000 * 60 * 60 * 24));

  return { daysUntilDue: diffDays };
};
  1. Update Record: Set Days Until Due to {{code.daysUntilDue}}
Negative values indicate overdue tasks. You can use this field to filter or sort tasks by urgency.

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Conditional Formula: Lead Score

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Example: Calculate Lead Score Based on Criteria

Goal: Score leads based on company size, industry, and engagement.

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Configurare

  1. Trigger: Record is Updated (People or Companies)
  2. Code action: 
export const main = async (params) => {
  const { companySize, industry, hasEmail, hasPhone, source } = params;

  let score = 0;

  // Company size scoring
  if (companySize === 'Enterprise') score += 30;
  else if (companySize === 'Mid-Market') score += 20;
  else if (companySize === 'SMB') score += 10;

  // Industry scoring
  const targetIndustries = ['Technology', 'Finance', 'Healthcare'];
  if (targetIndustries.includes(industry)) score += 25;

  // Contact info scoring
  if (hasEmail) score += 10;
  if (hasPhone) score += 15;

  // Source scoring
  if (source === 'Referral') score += 20;
  else if (source === 'Website') score += 10;

  return { leadScore: score };
};
  1. Update Record: Set Lead Score to {{code.leadScore}}

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Text Formula: Domain Extraction

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Example: Extract Domain from Email

Goal: Automatically extract and store the email domain.

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Configurare

  1. Trigger: Record is Updated (People, Email field)
  2. Code action: 
export const main = async (params) => {
  const { email } = params;

  if (!email) return { domain: null };

  const domain = email.split('@')[1]?.toLowerCase();

  return { domain };
};
  1. Update Record: Set Domain field to {{code.domain}}

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Cele mai bune practici

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Performance

  • Only trigger on relevant field changes
  • Use filters to skip records that don’t need calculation
  • Avoid complex calculations in high-volume workflows

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Error Handling

  • Check for null/undefined values before calculations
  • Use default values when data is missing
  • Return clear error messages when calculations fail

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Testare

  • Test with edge cases (empty fields, zero values)
  • Verify calculations manually before activating
  • Monitor workflow runs for unexpected results