Creating a calculated field
Save time and improve the accuracy of the information that your case processes by creating a calculated field. For example, configure a Total Time field to generate a subtotal from a list of time sheets.
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Navigate to a place where you want to add a calculated field:
Choices Actions Add a calculated field to a case type in App Studio - In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- Click the Data model tab, click Add field.
Add a calculated field to a case type in Dev Studio - In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.
- Click the Data model tab, click Add field.
Add a calculated field to a data object in App Studio - In the navigation pane of App Studio, click Data.
- Click Data objects and integrations.
- Click the data object that you want to open.
- On the Data model tab, click Add field.
Add a calculated field to a data type in Dev Studio - In the navigation pane of Dev Studio, click Data types.
- Click the data type that you want to open.
- On the Data model tab, click Add field.
- In the dialog box, in the Field name field, enter the name of the new field.
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In the Type field, select a field type that supports
calculations.
If a type supports a calculation, the This is a calculated field (read-only) check box is displayed in the Advanced section.
- Expand the Advanced section, and then select This is a calculated field (read-only).
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For the Integer, Currency,
Percentage,and Decimal fields,
define a calculation by calling a function or referencing a property.
To call a function when the field stores a numeric value:
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In the Calculation section, select an option,
other than Custom, from the
Function list.
For example: You can calculate an average or find a maximum value.
- In the Field list, select a single-value field that is defined in a repeating field group.
- Click Submit.
To reference a property from a numeric field:- In the Function list, select Custom.
- In the Calculation field, press the Down arrow key to choose a property to reference.
- Click Submit.
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In the Calculation section, select an option,
other than Custom, from the
Function list.
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For Text (single line), Text
(paragraph), Boolean, Date
& time, Date only,
Email, Phone, Time
only, and URL fields, define a
calculation:
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In the Calculation field, press the Down arrow
key to choose a property to reference.
To concatenate multiple text properties, use a plus sign.For example: [property.name] + [property.type]
- Click Submit.
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In the Calculation field, press the Down arrow
key to choose a property to reference.
- Click Save.