Formula columns

Formula columns calculate a value from other columns in the same row or from variables configured on the list. Use them to build labels, normalize imported values, score accounts, apply routing rules, or reshape structured data without calling an external service.

Add a Formula column

  1. Add a column and select Formula.
  2. Choose a Formula type: Computed value, If this, then that, or Advanced JS.
  3. Build the formula and choose its output value type.
  4. Optionally add run conditions or transform the output.
  5. Create the column and run a cell, row, or column.

Computed value

Use Computed value to combine text with values from other columns or list variables. Type {{ in the editor and select a value from the menu; Bigmind inserts the correct reference for you.

For example, a computed value can combine a contact name, company name, and segment into one line:

Jordan Lee at Northstar Labs — Enterprise

The source values remain connected to the formula, so the result can be recalculated when you run it after those values change. Use this mode for labels, personalized snippets, URLs, and other template-style outputs.

If this, then that

Use If this, then that for classifications and routing logic without writing code. Add rules in priority order; Bigmind returns the output from the first matching rule.

Each rule can require All conditions or Any condition. Conditions can use the main value or supported nested fields from typed columns, including CRM data and Targetable People. Available comparisons adapt to the field type, such as:

  • Text contains, equals, starts with, ends with, or is empty.
  • Number is greater than, less than, equal to, or between two values.
  • Date is before, after, on, or between dates.
  • Checkbox is true or false.
  • Select and multi-select match any, all, or none of the configured options.

Add an Else value for rows that do not match any rule. For example:

  1. If Employee count is at least 1,000, return Enterprise.
  2. If Employee count is at least 200, return Mid-market.
  3. Else, return SMB.

Advanced JS

Use Advanced JS when the template and rule builder cannot express the transformation you need. Your code must return the value for the current row.

Read another column by its column ID through columns, and read a list variable through variables:

const employees = Number(columns["employee_count"].value || 0);

if (employees >= 1000) return "Enterprise";
if (employees >= 200) return "Mid-market";
return "SMB";

For structured values such as JSON, CRM results, and Targetable People, columns["column_id"].value is available as an array or object. References use the column ID, which stays stable if the display name changes.

Choose the output type

Choose the type that matches what the formula returns. This controls how the result is stored, displayed, filtered, and offered to downstream columns. If you choose Select or Multi-select, configure the allowed options. If you choose User, you can restrict assignments to selected teams.

Run conditions and output transforms

  • Run conditions: Skip rows where a JavaScript expression does not evaluate to true. The expression can read columns and variables.
  • Transform output: Apply a final JavaScript transformation after the formula runs. In addition to columns and variables, the expression can read the formula result as value.

Troubleshooting

  • The result is empty: Confirm the referenced source cells contain values and that Advanced JS reaches a return statement.
  • A rule returns the wrong category: Reorder the rules. The first matching rule wins.
  • A number compares like text: Use a Number source column, or convert the value with Number(...) in Advanced JS.
  • A select value is missing: Add that value to the formula column's configured options.
  • A formula uses the wrong column: Check the column ID inside the reference. A column's display name and ID are not the same value.