My custom formula works but I can't save the report in HubSpot

[ZColeSlim4]

I need to create a report that puts a count of form submissions by form name at the time of submission, into categories.

I’m doing this via a custom formula that looks for “if form name at the time of submission is exactly [form name at time of submission]” then group the data in X category.

I have 47 unique form names and I’m using one line in the formula for each.

I’m taking this approach because I need to capture all the historical data, year to date, but also account for a more streamlined process going forwards where I standardise the form names by inputing the category as a text string in square brackets.
I.e. Form name is “[UK] - Demo Form [Demo]”. Formula looks for does form name at the time of submission contain “[Demo]”?

There was no standardisation of the form names prior to this month.

When I enter my formula in the custom formula builder, I get an error in the report preview area, but no errors detected in the code itself. As such, I am able to submit the formula. On the resulting page, the report generates as expected/desired and the data looks right.

However, I am then unable to save the report. What could be happending here? My best guess is a timeout because my code is inefficient?
How can I fix this?

No errors in the builder, but report preview failing to generate*

After submitting the formula, the report generates as expected.*

Despite the report generating as expected, I get an error when trying to save and I am unable to save the report*

Here’s what I get when I inspect the error in the console: {
“status”: “error”,
“message”: “internal error”,
“correlationId”: “019e259e-de2b-7a43-b404-eb668a7293b5”
}

Here’s my code:

IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - slim4 user day 2026 - registrations”,
“User Day”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “slim4 user day workshops - 24th june 2026”,
“User Day”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] academy”,
“Academy”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - user day save the date 2026 - early bird submission”,
“User Day”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] support”,
“Support”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] - tofu form - download in pdf for blog”,
“Blog PDF”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en_13th_may_ai_event_registered”,
“SCP Club”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demand_planning”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] contact us”,
“Contact us”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - breakfast briefing birmingham 2026”,
“Event (In-person)”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - chain analytics - 4th march - registration form”,
“SCP Club”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - s&op in 90 days”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] - bofu form - download in pdf for case study”,
“Case Study PDF”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] careers”,
“Careers”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “uk - generic scp [scp club]”,
“SCP Club”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - applications of ai within inventory management”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] main demo page”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] top talent”,
“Careers”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[int] form - download tofu - the current and future role of artificial intelligence in supply chains”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - retail trends”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - solutions page - demand management”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] stocking_a_product_pdf”,
“Infographic”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[int] - download mofu - key insights from automotive supply chain leaders”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - solutions page - inventory management”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - download mofu - building materials campaign - a 10-point resilience checklist for your building materials supply chain”,
“Free Tool”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[int] - download mofu - key insights ebook”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - industry pages”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] map integrated business process overview”,
“Infographic”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “int - lead harvester submissions”,
“Value Analysis Calculator”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - service level definitions”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - platform page”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] demo - solutions page - commerce management”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] - downloads - pack premium bp2&3”,
“Content Pack”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] - download - resilience readiness checklist”,
“Free Tool”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] supplier_selection”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[se] demo”,
“Demo”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “uk - scp club - contact us”,
“SCP Club”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - event - partners webinar global 07.04.26”,
“Webinar”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “uk - s&op 3-day course [scp club]”,
“SCP Club”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - speaker - customer”,
“Event Speaker Application”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - crisis-ready demand planning: scorecard”,
“Free Tool”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] - download mofu - : the value of the eoq in practice: part i”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “en - agentic master data - demo request”,
“Demo - Agentic”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - stock replenishment whitepaper”,
“Whitepaper”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] whitepapers (21 cny checklist)”,
“Free Tool”,
IF(
LOWER([V_FORM_SUBMISSIONS.e_form_submission_metadata_v2/hs_form_title]) == “[en] downloads - the fallacy of forecast accuracy”,
“Whitepaper”,
“Other”
)
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[karstenkoehler]

Hi @ZColeSlim4,

I assume that the formula is simply too long. Even if the editor allows for such a long formula input, the report is not always able to compute it. You can check if that’s the case by simply removing all but 3 or 5 if statements - if it works then, it’s the length. Unfortunately that means that there is no fix to this and you would have to find a different approach to your problem.

Best regards

[ZColeSlim4]

Thanks. That’s in line with my assumptions. Based on the use case I presented in the OP, do you (or anyone else) have any recommendations for alternative approaches?

Apologies if I need to ask this is a different thread.

[karstenkoehler]

@ZColeSlim4 it’s not something that works retroactively, but personally, I like using a hidden field on forms that passes the type of form along with submission. Instead of the form name, you could simply visualize the count of submissions by this hidden type property.

In your current situation, I would build two reports - one for the reality up until now, one that reflects the new names. I don’t see a way to consolidate the names with a formula, as that’s a current limitation in the formula editor.

[ZColeSlim4]

What type of property is required here? I don’t see a native option for a “Form property”.
Thanks in advance.

[fakhruddiin]

I woud probably move this outside the report builder and use a workflow + custom (Form Category) property instead.

that is usually much easier to maintain long term than a massive nested IF formula.

[ZColeSlim4]

Struggling to understand how this would work as a log of all form fills, as opposed to the property being re-written every time a new form fill occurs which would mean the report would be a count of unique contacts that have filled a form and the most recent form they have filled out only.
What am I missing that turns your suggestion into something that is a count of all form submissions + the form category?

[fakhruddiin]

I think you’re probably hitting a HubSpot processing limit here rather than a syntax issue.