Formula operators and functions by context
Key Takeaway
All functions work everywhere you can include a formula except where a function is restricted, so learn the exceptions.
Formulas combine operators and functions to calculate a value or test a condition. A few functions work only in certain contexts, like reports or rules that track changes, or are blocked in flows. An app builder needs to know which function fits the data type and the context the formula runs in.
Where functions work
All functions are available everywhere you can include a formula, unless a function says otherwise. So the exceptions are what you most need to learn. For example, you can include a formula in these places:
- Formula fields
- Validation rules
- Approval processes
- Workflow rules
Functions fall into these groups:
- Date functions
- Logical functions
- Math functions
- Text functions
- Summary functions
- Advanced functions