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Formula Designer

Let business experts define the logic for developers to use it anywhere.

Formula Designer is the easiest way to create reusable, testable expressions that power decisions across your application.

Designed for business users and subject matter experts, Formulas lets you define the rules, calculations, and conditions that drive workflows. Use a simple interface with functions that feel familiar to spreadsheet users. No coding required.

Once created, developers and builders can use these Formulas anywhere in the project, inside Flows, Rules, or Step Mappings, without rewriting or duplicating logic.

It’s the bridge between subject matter expertise and app development.

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    What’s included.

    Centralized, reusable, testable expressions without code


    Function-based Expressions

    Use a wide range of built-in functions to handle math, finance, dates, logic, strings, arrays, and more.

    • Familiar formats like IF, SUM, DATEADD, ROUND, and JOIN
    • Structured to support complex decisioning and calculation scenarios
    • Easy for spreadsheet users and power builders alike

    Step-by-step Evaluation Tree

    See exactly how your formula is calculated with a visual breakdown of every step.

    • Highlights each operation with real values and output
    • Helps you troubleshoot with a “show your work” view
    • Makes it easier to catch errors, edge cases, and logic gaps

    Reusable Across Decisions

    Write your logic once and reference it in Flows, Rules, and Step Mappings. This helps reduce duplication and maintenance effort.

    • Keeps logic consistent across teams and processes
    • Reduces duplication, maintenance, and risk
    • Simplifies updates to shared business logic

    Use External APIs

    Power your Formulas with dynamic, real-time data from external systems.

    • Pull in values from third-party APIs mid-formula
    • Create smarter logic that reacts to live data
    • Ideal for pricing engines, data validation, or enrichment

    Test and Debug in the Designer

    Run your logic with sample inputs and see the result in real time, before it ever goes live.

    • Provide constant inputs to preview how your formula behaves
    • Save sample data as unit tests for future validation
    • Validate logic quickly without needing to run the full Flow

    Built for All Skill Levels

    The Formula Designer supports both visual builders and advanced users.

    • Use point-and-click to insert functions and structure logic
    • Or type expressions directly for faster iteration
    • No-code friendly, developer approved

    How it works.

    In Flows

    Use Formulas to drive business decisions and calculations as part of your process automation.

    A loan application Flow uses a Formula to calculate Debt-to-Income (DTI) ratio from applicant inputs. The result is then evaluated in a Rule to determine approval routing. Instead of building multiple math and conversion steps, the DTI logic is stored in one auditable Formula and reused across flows.

    This keeps business-critical logic centralized and version-controlled, perfect for compliance-heavy industries.

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    In Rules

    Apply Formulas to power conditional logic and scoring models within decision rules.

    An insurance pricing Rule uses a Formula to calculate adjusted risk scores based on customer age, location, and coverage amount. The Rule outputs different premium bands depending on the result.

    Formulas act as the decision engine inside Rules, helping teams evaluate structured outcomes based on precise logic that can be audited and reused across similar product lines.

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    In Mappings

    Use Formulas to shape, format, or calculate values as data flows through your application.

    When sending data to a third-party API, a Formula in the output mapping formats dates, and applies a rounding rule to currency fields, all without needing separate steps.

    This allows cleaner flows with fewer steps and ensures your data is transformed consistently each time. It also keeps all transformation logic visible and testable in one place, supporting governance and audit needs.

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    Built for data-heavy teams and decision-critical processes.

    Formula Designer is a perfect fit for industries and teams where logic drives outcomes, and consistency matters.

    Whether you’re configuring automated approvals, pricing engines, or compliance rules, Formulas give you the control and clarity to do it right, every time. Great for:

    • Finance and lending teams who build and maintain rate calculations, scorecards, or approval logic
    • Insurance and risk operations who model policy rules, tiering logic, and adjustment factors
    • Internal tools teams who need reusable logic for cost estimates, inventory rules, or eligibility checks
    • Process automation pros who want decisions that are transparent, testable, and version-controlled
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    FAQs about Formula Designer.

    A visual tool for creating and editing function-based logic that can be used throughout Decisions.

    The Formula library includes over 100 functions for math, dates, finance, arrays, string handling, and more. API calls are also supported.

    No. You can build logic using the visual interface or type expressions directly.

    This feature is available starting in Decisions version 9.3.

    Yes. You can run unit tests and use the built-in debugger to see live input and output.

    Formulas can be used in Flows, Rules, and data mappings. They are designed to be reusable.

    Ready to turn business knowledge
    into logic your whole team can use?

    Formula Designer gives your subject matter experts the tools to define decisions, calculations, and conditions in one place. Developers and builders can then reuse that logic wherever it’s needed, keeping your apps clean and easy to maintain.

    Whether you’re automating approvals, pricing strategies, or process rules, Formulas help you build with confidence.

    Try Formula Designer