Step-by-Step guide to configure formula for Text (String) 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 Text (String) Calculated Field.
Select the desired Text type property and click the Calculate Formula toggle button.
Step 2: Click the formula link
Click the Configure Formula link at the bottom right of the panel, below the Formula textbox.
The Configure Formula Dialogue Box is displayed.
Step 3: Select desired property
Click the Property dropdown and select the desired property from the list.
Step 4: Select desired operator
Click the Operator dropdown and select the desired operator from the list.
Step 5: Add another group (if desired)
Click the + Add group link to add another group (Property + Operator) in the formula, (if desired).
A new group is added to the formula.
Step 6: Concatenate the groups
Select the Concatenate operator to join the two groups in calculating the formula. It is the only operator used to join two groups.
Step 7: Repeat step 3 and 4
Repeat the process of adding property and operator in the formula.
Additional groups can also be added (if desired).
Step 8: Save the formula
Click the Save button, when the required formula is achieved.
The formula is 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).