What are formula queries?

Prev Next

Formula queries allow you to build flexible, complex workflows and data flows without using code.  Most formulas reference information in a single record. 

Formulas can use queries to query information across multiple records and unrelated tables in the same app.

Formula with queries:Formula uses a query to reference data on related and unrelated tables. Example formula referenced records from a related field and an unrelated table.

What can I do with formula queries?

Formula queries let you do things like:

  • Find duplicate records in a table 

  • Keep track of running totals

  • Auto number records (learn more in our example in Community

  • Create advanced calculations and report filters

  • Create fields with outputs similar to lookup summary fields (without creating additional table relationships)

How do I add a formula query to my app?

You can add a formula query to:

To make sure users can see formula results

Enable permissions to all fields when building or editing an app that leverages formula queries.

  • Users without permission to view the fields that a formula query uses cannot see the formula results

  • This is true even if you check the Override sub-field access setting in the formula field properties 

Formula query functions 

Related