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

Step-by-Step guide to configure formula for Number 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 Number Calculated Field.

Formula Configuration for DateTime type Calculated Field is discussed here.

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

Select the desired Number 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.

Formula dialogue box

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.

Select Property

Step 5: Select desired operator 2

Click the 2nd  Operator dropdown and select the desired operator from the list.

Select Operator 2

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.

new row added

Again click the Property dropdown and select the desired property from the list

Select property

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.

Save the formula

The formula is saved.

Saved formula

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)