Creating Cross-Object Formula Expressions
Regular Formula Fields vs. Pre-Computed Formula Fields
Regular formula fields are calculated when records are fetched, providing results in real-time. However, with the Is Pre-Computed toggle enabled, formula fields are calculated and stored as data during insertion.
The Is Pre-Computed toggle is for formula expressions that involve cross-object fields. It allows you to control how cross-object field values are handled during the evaluation of a formula expression. Formula expressions are typically evaluated at runtime, meaning their values are calculated when needed. However, when dealing with cross-object fields in a formula expression, the Is Pre-Computed toggle comes into play.
- If the toggle is enabled, the cross-object fields used in the formula expression are computed before runtime.
- If the toggle is disabled, the expression fetches the values of cross-object fields at runtime, just before evaluating the formula.
Cross-Object Fields in Conga Advantage Platform
Conga Advantage Platform allows you to create and use cross-object fields in formula expressions, supporting complex data relationships.
These expressions are enclosed in double braces, like {{Agreement.Account.AccountSource}}.
Creating cross-object formula fields may impact performance compared to standard formula fields.
Creating Cross-Object Formula Fields
When you define a cross-object formula field:
- The expression within ({{ }}) must start with the current object's name.
- Each subsequent field within the expression must be a reference or lookup field.
- The final fields in the expression can only be certain data types: String, Long String, Integer, Double, Decimal, Currency, Boolean, DateTime, Identifier, or Picklist.
Limitations
- You cannot use a formula field at the leaf level within the formula expression. Instead, include the formula directly within the required formula expression.
- Expression hierarchies are validated against lookup and reference field metadata when creating formula fields.
- Functions and other formula features can be used with cross-object formula fields.
- Cross-object formula fields are evaluated at runtime, similar to regular formula fields, and do not store values persistently.
Here's an example:
Formula1 = Agreement.ContractValue % 10
- Instead of creating Formula 2 as
Agreement.TAV * Formula1 - Do
Formula2 = Agreement.TAV * (Agreement.ContractValue % 10)
