How to create Calculated Fields Follow

Calculated fields allow you to perform automatic calculations based on existing data from other fields or related modules.

To Create Calculated Fields,

• Navigate to the Profile Icon on the top right corner
• Click on the Setup
• Head Over to the Modules Category
• Select the Module (Contact, Company, Deal, Activities, Products, and Custom Modules)

• Go to the All Detail Form Fields section
• Click on Add New Field to create a new custom field

OR

• Go to Customize the Module Create Form
• Click on the Add New Field

• Select the Calculated Field or search the Calculated Field with the Quick Search option

• Provide the following details
• Field Label: Define the label to identify the field
• Internal Name: Define the internal name for API integrations
• Section: Select the Section under which you wish the Field to fall.
• Help Text: Define Help Text to provide additional information to help your teammates understand the purpose of the field
• Calculated Field Type: Select the field type for this field. It supports the following for the first phase:
  • Number
  • Date
• Define Relationship: Define the relationship between the parent and child module for this field
  
  • Select Child Module: You can choose the module associated with the module where you create this field. Please note that only the multi-lookup fields can be selected.
• Configure Aggregation: Choose a field to run calculations and configure the operation that will be performed.
  
  • Select Field to Aggregate: This is the field on which calculations will be based, and you can choose it from the available fields in the child module, filtered by the selected Calculated Field Type.
  • Select Operation: Select the operation to be performed on the values of the chosen field.
  • For Number Type, the available operations are:
    
    • COUNT: Counts all values.
    • SUM: Sums all values.
    • AVERAGE: Calculates the average of all values.
    • MIN: Finds the minimum value.
    • MAX: Finds the maximum value.
  • For Date Type,
    • MIN: Finds the minimum value.
    • MAX: Finds the maximum value.
  • Calculation Mode: Choose between real-time or Scheduled calculations.
    • Realtime: The field will be updated in real-time as the base values change.
    • Scheduled: Calculations will run at a fixed time, once every 24 hours.
  • Set field as null when no child records are found: If checked, the calculated field will return null instead of 0 when no matching child records are found.

• Advanced Options: This section is optional but allows you to filter records for efficiency.

  • Add Filter on Child Module: If you apply a filter to the child module, calculations will only apply to records matching the condition.

  • Add Filter on Parent Module: Similarly, you can filter the parent module, ensuring that only specific parent records are updated.

• Once done, click Save to add the calculated field.