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Adding Formulas to Custom Fields

Table 31. Availability - Legacy plans


Overview

You can set automatic calculations for data that you enter in custom and system fields in Wrike using formula fields, a special type of custom field. Use Wrike’s formulas to not only set up automatic calculations of your specific data but also color-code the results and review them at a glance on Table view.

Formula custom fields are similar to other custom fields. In the workspace, they act like other types of custom fields, and the same rules for creating, editing, sharing, and aggregating are applied to them.

Formula fields are visible only in Task view.

Note

Calculated custom fields and calculations on reports are two different features that need to be set up separately.

Add formulas to custom fields

Step A: Create the formula field

  1. Navigate to the folder, project, or space with the fields that contain the data you want to calculate.

  2. Start creating a new custom field.

  3. Select Formula as the field type.

Step B: Select custom fields for the formula

Formula example: ([Custom Field name X]-[Custom Field name Y])*2

Add the names of the fields that need to be calculated:

  1. Click the Formula field to see the full list of available fields that you can add to the calculation formula.

  2. Select a field name from the list or start typing it to find it. Make sure that each field name is in square brackets.

Fields that you can include into the formula:

  • Default system fields: Duration, Time spent, Created date, Completed date, Effort, Start date, Due date

  • Custom fields that have a Number, Currency, Percentage, Days, Hours, Date, Formula field type.

You can also include constants like numbers as in this example  ([Custom Field name X]-[Custom Field name Y])*2, or in the format of days and hours, for example [Due date]+2d.

Step C: Add mathematical operations

Supported mathematical operations include:

  • Addition: +

  • Subtraction: -

  • Multiplication: *

  • Division: /

  • Current date: TODAY()

For complex formulas with more than two fields, you can add parentheses to designate the order of operations.

Note

After you complete the steps to create a formula custom field, click the Create button and the formula results are immediately visible on Table view. The optional steps described below will allow you to further customize your formulas.

Step D (optional): Change the format of the resulting data type

If the result of your formula is numeric – Number, Percentage, or Currency – a special Format field will appear while you’re creating the formula. You can manually change the format of the calculation result on the view in this field.

You can read more about the possible calculation result formats on the Formulas custom fields: Possible formulas and resulting data types page.

Step E (optional): Add color-coding to the formula results

You can add color-coding to your formula results in green, amber, and red. Color-coding allows you to define which results are good and which you need to pay attention to. Please refer to the Color-code results in the calculated custom fields page to learn more.

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