Custom Sections
Formula Fields
Formula fields are read-only computed values. Instead of asking someone to type in a number or label that could be calculated from fields already on the record, you write an expression once and ORCA keeps the value current automatically.
A common usage: a "Ticket (EUR)" field that converts a Euro amount using a live exchange rate, or a "Full Name" field that joins first and last name from two separate inputs. You could show the number of days since last contact, and flag the record as stale/fresh.
Adding a Formula Field
In your template editor, add a new field and set its type to Formula. An expression input appears below the field name.
Write your expression in the box. The field will show a live preview of the calculated value based on the first record it can find in that section.
Tokens
Tokens reference other fields on the same record. Wrap a field name in curly braces, matching the field name exactly as it appears in ORCA (case-insensitive):
{Ticket (EUR)} * 1.08
{First Name} & " " & {Last Name}
Two special tokens are always available, regardless of what fields the template has:
{created_at}- when the record was created{updated_at}- when the record was last updated
If a referenced field is blank on a record, its token evaluates to zero (for numbers) or an empty string (for text).
Operators
Arithmetic
{Revenue} - {Cost}
{Units} * {Price Per Unit}
{Total} / {Quantity}
String joining
Use & to join text values:
{City} & ", " & {Country}
Comparison and conditional
Use IF(condition, value_if_true, value_if_false) for branching logic:
IF({Stage} = "Closed Won", "Won", "In Progress")
IF({Ticket (EUR)} > 10000000, "Large Cap", "Mid Cap")
You can nest IF expressions:
IF({Stage} = "Closed Won", "Won", IF({Stage} = "Lost", "Lost", "Active"))
Examples
Currency conversion
{Ticket (EUR)} * 1.08
Combining name fields
{First Name} & " " & {Last Name}
Status label from a numeric field
IF({Probability} >= 80, "High", IF({Probability} >= 40, "Medium", "Low"))
Margin calculation
({Revenue} - {Cost}) / {Revenue} * 100
Notes
Formula values update automatically each time a record is saved. They are read-only in the UI and cannot be edited directly.
If the expression contains a syntax error, the field displays a blank value rather than an error message. Double-check your token names and bracket matching if a result looks wrong.