Formula fields

Hello,

I’m having an issue with formula fields. I want a field that tracks funding we get from partners to help with deals. So what I need is if a partner gives 20k on a deal worth a 100k for the client portion field be populated automatically with 80k So amount-Partner funding. Partner funding is not on all deals so it would be if this field is known. When I try to create this formula I get an error but not understanding why. This is the formula I’m trying. Could any one help to see what I’m missing?

if(is_known([properties.partner_funding]),([properties.amount_in_home_currency] -[properties.partner_funding]),0)

Hi @CClark3,

Could you please share a screenshot of the entire configuration, including calculation type etc and ideally the exact error message?

Best regards

Hello,

Yes I’ve attached a copy of the formula I used

@CClark3 it looks like there are two issues:

  • “If” needs to be lowercase “if”
  • “Partner funding” doesn’t seem to be a number property

You can try to convert the “Partner funding” string to a number using this function: