General rules for Calculated Fields Follow

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:

• • 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.

  • 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.

  • No Lookup Fields in Filters: You can’t use lookup fields in the filter conditions for calculated fields.

  • 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”).

  • 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.

• • Limits on Calculated Fields:

    • The calculated field type cannot be updated
    • They can’t be updated manually or through Workflow or Automation actions.

  • Filter Application: You can apply filters to calculated fields based on their data types, just like with regular fields.