Custom Fields with Formula

Introduction

Custom fields with formula (also called computed fields) allow advanced data calculations within Easy8. These fields use mathematical expressions to derive a result based on other field values. They help automate calculations and improve efficiency across tasks and other entities. This feature requires a Business plan and must be activated in the Client Zone.

Target Audience

Administrator

Understanding Custom Fields with Formula

Definition

A computed custom field is a special type of field where the value is calculated using a formula. This formula references other fields and applies basic mathematical operations to generate the result.

Key features:

Works on any entity (task, project, etc.)
Must be created via More → Administration → Custom fields
Requires purchase and activation of the computed field plugin
Must use a compatible format such as Float

How It Works

Setup Steps

Select the entity where the field should appear (e.g., Task).
Choose Float as the format when creating the field.
Define a formula using mathematical expressions (e.g., Estimated time - Estimated time * %Done / 100).
Set required attributes like trackers and visibility to ensure proper display.

Example Use Case

To calculate remaining time on a task that is 50% done and originally estimated at 2 hours:

Formula: 2 - 2 * 50 / 100
Breakdown:

2 * 50 = 100
100 / 100 = 1
2 - 1 = 1 hour remaining

Note: You can’t divide a field value directly. Instead, include the division in the overall result to maintain accuracy.

Recalculation Timing

Results are not instant.
They are processed in the background (can take ~10 minutes).
To speed up: run One shot task via /easy_rake_tasks to force recalculation.

Important Notes

Data types must match: Inputs and outputs must be of the same type (e.g., number → number). If not, the field will fail to calculate.
Example mistake: Using a text value as input to generate a number as output will invalidate the field.
This feature is not available unless the plugin is purchased.

Conclusion

Custom fields with formula add powerful automation to Easy8. They help calculate values based on other fields, saving manual work. Be sure to match data types, use Float format, and allow time for background recalculation. When used correctly, they bring smart automation to your data tracking and workflows.