Formula queries allow you to build flexible, complex workflows and data flows without using code. Most formulas reference information in a single record.
Formulas can use queries to query information across multiple records and unrelated tables in the same app.
What can I do with formula queries?
Formula queries let you do things like:
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Find duplicate records in a table
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Keep track of running totals
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Auto number records (learn more in our example in Community)
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Create advanced calculations and report filters
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Create fields with outputs similar to lookup summary fields (without creating additional table relationships)
How do I add a formula query to my app?
You can add a formula query to:
To make sure users can see formula results
Enable permissions to all fields when building or editing an app that leverages formula queries.
- Users without permission to view the fields that a formula query uses cannot see the formula results
- This is true even if you check the Override sub-field access setting in the formula field properties