Overview
When using the user property actions in Workflows + Rules, you have the capability to add custom-calculated fields by employing formulas, unlocking powerful data manipulation possibilities:
Set User's Custom Date Property
Set User's Custom Property
Set User's Property
Adding a Formula
📙 Note: However, it's classified as an advanced feature, necessitating proficiency with the formula syntax similar to that used in our Import/Export functionality. Prior experience with this syntax is highly recommended to leverage this feature effectively.
When you select one of the user property actions, the Formula field will automatically display, allowing you to add your own formula. The formula field uses the same formulas as our Import/Export functions.
Testing Your Formula
Once you have added your code, you can use the Test Formula section to preview the results based on a specific user.
Select a user from the drop-down menu.
Click the Evaluate button
.Review the evaluated formula output.
Use Cases
Create Prospect Scores
Use a formula to evaluate multiple conditions of a Prospect's record, then assign a score all within a Rule.
Condense Multiple Steps into One
Store multiple conditions in one formula instead of creating one step per condition. This can drastically reduce the number of steps in a Rule that populates a Person's Assignee or populates custom properties.
Clean up Data without Export/Import
Clean up data at scale by using a formula to transform data or correct it.
Formula Examples
Age Calculation
Current Age Calculation
DATE_DIFF("year", DATE_FORMAT([user-dob], "m/d/Y"), DATE_DEFAULT("m/d/Y"))
Calculated Age at Term Start
IF(DATE_DIFF("year", DATE_FORMAT([user-dob], "m/d/Y"), DATE_FORMAT(DS_MAP([user-education-term],"data_source.terms","guid","start_date",""), "m/d/Y")) >= 24, "nontrad", "trad")
Custom Scoring Calculation
Major
IF( DB_MAP("major", [user-education-prefered-major], "guid", "code", "") = "BUSI" | DB_MAP("major", [user-education-prefered-major], "guid", "code", "") = "HS11", 5, IF(DB_MAP("major", [user-education-prefered-major], "guid", "code", "") = "ACC", 3, 1))
Citizenship
IF([user-citizenship-country] = "USA", "5", IF([user-citizenship-country] = "ENG" | [user-citizenship-country] = "FRA", "3", "1"))
Denomination
IF([user-religion-name] = "ME", "5", IF(CONTAINS([user-religion-other], "Methodist") = TRUE, "5", IF([user-religion-name] = "BT" | [user-religion-name] = "EP", "4", IF([user-religion-name] = "EV" | [user-religion-name] = "LU", "3", "1"))))
Rank
IF(
SUM([user-custom-training-score-major], [user-custom-training-score-relig], [user-custom-training-score-cit])>10
,"ideal"
,IF(
SUM([user-custom-training-score-major], [user-custom-training-score-relig], [user-custom-training-score-cit])>5
,"compatible"
,"potential"))