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Formulas add richer insights to a search, using logical, math, date, and text string operators and functions.
To provide richer insights, you can add a formula to your Invoca search. The Formula Builder includes many types of operators, such as logical (if, then, else), math, date, and text string functions. You can create a formula directly within a search. If you have the privilege to create or edit Interaction Details, you can also create a formula within Interaction Details — where it acts as a derived column, so anyone who uses that Interaction Details as a data source sees the formula as just another column. Adding a formula within a search works much the same way as adding one to Interaction Details, but you can edit the formula directly from within the Dashboard Tile. If you add the Dashboard Tile to a Dashboard and share it with Edit privilege, other people can see the formula’s results too — to make edits, they also need Edit privilege on the underlying data. We recommend reviewing the comprehensive Formula function reference, which provides brief descriptions and examples for all supported formulas, by type.

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Last modified on September 23, 2026