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Step-by-Step guide to configure formula for DateTime Calculated Field

Step-by-Step guide to configure formula for DateTime Calculated Field

Calculated fields are specific object properties (fields) that automatically generate values whenever a new record is created or an existing record is updated. The concept of this Codeless ONE feature is described in a separate article here

Since there are three types of supported fields, the process of creating a formula is outlined in separate articles.  This ensures clarity and precision in configuration. This article explains how to configure formula for a DateTime Calculated Field.

Formula Configuration for Text (String) type Calculated Field is discussed here.

Formula Configuration for Number type Calculated Field is discussed here.

Select the desired DateTime type property and click the Calculate Formula toggle button.

Enable toggle button

Step 2: Click the formula link

Click the Configure Formula link at the bottom right of the panel, below the Formula textbox.

Click formula link

The Configure Formula Dialogue Box is displayed.

Configure Formula Dialogue Box

Step 3: Select desired property

Click the Property dropdown and select the desired property from the list.

Select property

Step 4: Select desired operator

Click the Operator dropdown and select the desired operator from the list

Select Operator

Step 5: Set number of days

Enter the desired value (in days) and then click the Save button. 

Configure days in formula

The formula is saved.

Formula saved

This formula is now used to calculate the value of the field whenever a new record is created (or updated, if the relevant option On Update is selected).