How Do I Create an "If, Then" or Conditional Equation?

In this article, you find helpful links on how to create conditional equations and information on how to request help with creating them.

Building a Conditional Equation

We have a comprehensive article that provides step-by-step instructions on how to create a conditional equation, along with helpful examples to guide you throughout the process: Conditional Equations.

Text Formulas

Currently, there is no option available 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
  • Please direct us to an example record that contains the incorrect value and inform us of the expected value.

You can send that information to our support team via the chat widget in the Builder or by submitting this form.