Navatar allows users to create custom formula fields to automate calculations and display dynamic values based on existing data. Follow these steps to create a formula field in your objects like Accounts, Deals, or Contacts.
To create or edit a formula field, you must be logged in with Admin credentials.
Step 1: Log in to your Navatar Account
Access your Navatar account and navigate to Setup by clicking the gear icon in the upper right corner.
Step 2: Choose the Object
Under the Object Manager tab, select the object where you want to add the formula field (e.g., Accounts, Deals, Contacts).
Step 3: Create a New Field
Click Fields & Relationships in the left sidebar.
Click the New button.
Step 4: Select Field Type
Choose Formula as the field type.
Click Next.
Step 5: Define Field Details
Enter the Field Label and Field Name.
Choose the Return Type (e.g., Text, Number, Date).
Example: If you are calculating a deal's "Expected Revenue," you may select Currency as the return type.
Step 6: Build the Formula
Use the formula editor to write your formula.
You can use fields, operators, and functions provided in the editor.
Example: Amount * Probability
Click Check Syntax to validate the formula.
Step 7: Set Field-Level Security
Choose the profiles that can view or edit this field.
Click Next.
Step 8: Add Field to Page Layout
Select the page layouts where you want this field to appear.
Click Save.
Limitations
Formula Size Limit: Formula fields are limited to 5,000 characters.
Complexity: Too many nested functions may cause formula compilation errors.
Read-Only: Formula fields are calculated automatically and cannot be edited manually.