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 Number Calculated Field.
Step 1: Select relevant property and enable toggle button
Select the desired Number 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 operator 1 (optional)
The 1st Operator is optional, select the relevant operator if required for the formula. In our example we won’t be using the first operator.
Step 4: Select desired property
Click the Property dropdown and select the desired property from the list.
Step 5: Select desired operator 2
Click the 2nd Operator dropdown and select the desired operator from the list.
Another row of operators and property is added in the group. However it is part of the same group, as we have not added a new group.
Again click the Property dropdown and select the desired property from the list
In this example we selected Fixed Number option, therefore we need to give the number in the new textbox. Also this completes our formula hence the Save button is clicked.
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)