Calculated Fields in Salesmate let you automatically generate values based on other field data, making it easier to keep records accurate and up-to-date. Here are some important rules and limitations for using calculated fields effectively:
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No Double Calculations: One calculated field can’t be used to create another calculated field. This keeps calculations clear and prevents any confusion between fields.
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Field Type Can't Be Changed: After a calculated field is created, you can’t change its field type. If you need a different type, create a new calculated field with the type you want, and then delete the original one.
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No Lookup Fields in Filters: You can’t use lookup fields in the filter conditions for calculated fields.
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Automatic Updates on Change: Calculated fields automatically recalculate whenever a related field is changed, so they reflect new values based on updates to the base field (the “Field to Aggregate”).
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Where Calculated Fields Can Be Used:
- Reports
- Export
- Workflow Conditions
- Report Conditions
- Automation Conditions
- Automation Triggers (specifically in Field Match, Smart Segment)
- Calculated fields can also be used as dynamic variables in automation workflows and other places where variables are supported.
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Limits on Calculated Fields:
- The calculated field type cannot be updated
- They can’t be updated manually or through Workflow or Automation actions.
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Filter Application: You can apply filters to calculated fields based on their data types, just like with regular fields.
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