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Creating a calculated field

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Save time and improve the accuracy of the information that your case processes by creating a calculated field. For example, configure a Total Time field to generate a subtotal from a list of time sheets.

  1. In the navigation pane of App Studio, click Case types.

  2. Under Case types, click the name of a case type.

  3. On the Data model tab, click +Add field.

  4. In the Name column, enter the name of the new field.

  5. In the Type column, select a field type that supports calculations:

    • Text (single line)
    • Text (paragraph)
    • Currency
    • Decimal
    • Integer
  6. In the field row you just created, click Configure field.

  7. Expand the Advanced section, and then select This is a calculated field (read-only).

  8. For the Integer, Currency, and Decimal fields, define a calculation by calling a function or referencing a property.

    To call a function when the field stores a numeric value:

    1. Select an option, other than Custom, from the Calculation Function list.

      You can calculate an average or find a maximum value.
    2. In the Field list, select a single-value field that is defined in a repeating field group.

    3. Click OK.

    To reference a property from a numeric field:

    1. In the Calculation Function list, select Custom.

    2. In the Calculation field, press the Down arrow key to choose a property to reference.

    3. Click OK.

  9. For Text (single line) and Text (paragraph) fields, define a calculation:

    1. In the Calculation field, press the Down arrow key to choose a property to reference.

      To concatenate multiple text properties, use a plus sign.

      [property.name] + [property.type]
    2. Click OK.

  10. Click Save.

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