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How do I create an "If, Then" or conditional equation?

In this article, you will find helpful links on creating conditional equations and information on requesting help making them.

Building a Conditional Equation

We have a comprehensive article that provides step-by-step instructions on creating a conditional equation and helpful examples to guide you throughout the process: Conditional Equations.

Text Formulas

Currently, no option exists for creating text formulas with conditional statements. Please note that conditional statements can only be added to equation fields.

Getting Help With a Conditional Equation

If you have already created an equation, but it is not calculating as expected, please provide us with the following information:

  • A link to the Equation field.
  • A link to an example record that contains the incorrect value, and let us know what the expected value should be.

Please send the information above to our support team by opening a ticket here.