Formulas let you combine other data fields into a single number using flexible calculations that help you decide the most valuable feature to build next and sort your backlog based on that metric.
In this article:
- Creating formulas
- Adding and removing formula columns
- Assigning values to formula fields
- Sorting by formula score
- See also
Creating formulas
To create a new formula:
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From the Main menu, click Data > Formulas.
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Click Create to create a new formula.
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Name your formula and then define your formula’s expression by typing or selecting fields and operators. The formula will save automatically as you make changes. If you type in the name of a custom field that doesn't exist, you can create it from within the expression builder.
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If the formula is valid, you'll see Formula is valid at the bottom of the dropdown.
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Warnings will be shown for any issues with the formula. For example, this warning tells you that there is a mismatch between the entity type associations of the formula and its fields.
Adding and removing formula columns
On any grid, you can find all the formulas you've created from Add columns > Formulas.
Search for your desired formula and toggle the slider beside a formula to add or remove it from your board.
When you add a formula column, all the fields which make up that formula will also be added as columns. When you remove a formula, its fields will remain on the board and must be toggled off individually by clicking their headers and toggling their sliders.
Assigning values to formula fields
Once a formula and its fields are added to the board as columns, you can enter a numeric value for each field. The formula column will automatically update based on your inputs.
Sorting by formula score
You can sort your board by formula value to see which items have the highest score.
- Hover near the top of the formula's column and click ••• More actions.
- You can sort the formula by clicking Sort ascending or Sort descending.