> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/visual-template-editor/advanced-data-formula-builder.md).
# Advanced Data: Formula Builder
Formula variables allow you to evaluate complex logic, perform calculations, and render dynamic values directly within your document templates using standard Salesforce operators and functions.
#### Before You Begin
Open your target document template inside the S-Docs template builder.
#### Creating a Formula Variable
{% columns %}
{% column width="41.66666666666667%" %}
Advanced Variables Panel
Configure Formula Panel
{% endcolumn %}
{% column width="58.33333333333333%" %}
1. Navigate to the main variables panel and select the *Advanced Variables*  icon located at the top of the panel.
2. In the right-side drawer, select *Formulas*.
3. Select *Click to* *add* under the Formulas section to launch the configuration panel.
4. Enter a custom name for your variable in the *Label* field.
5. Select a data type from the *Return Type* dropdown menu. String is selected by default. Available options include:
* String
* Checkbox
* Currency
* Date
* Date Time
* Decimal
* Integer
* Percent
* Time
6. Click Configure Formula to open the formula builder.
{% endcolumn %}
{% endcolumns %}
7. Build your expression using standard object fields, operators, and functions:
* Click Insert Field to search or select fields from the current object record.
* Select standard Salesforce operators from the *Operators* dropdown menu.
* Choose functions from categories including math, text, date and time, logical, and advanced.
8. Select **Validate** to verify your formula syntax is correct.
{% hint style="warning" %}
Formulas can not be saved if the syntax is invalid.
{% endhint %}
9. Click **Confirm** once the formula is validated.
10. Click **Add Formula** in the configuration panel to save the item to your library.
#### Inserting a Formula Variable Into a Template
Once created, formula variables appear in the main variables panel under the *Formulas* category. They are grouped by their assigned return type — such as text, date, or time — and function identically to standard variables.
* Open the main variables panel  and navigate to the *Formulas* category.
* Select and insert your formula variable into the template body.
{% hint style="info" %}
Upon document generation, S-Docs evaluates your formula logic and automatically renders the output.
{% endhint %}
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