Creating a calculated field
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.
- In the navigation pane of App Studio, click Case types.
- Under Case types, click the name of a case type.
- On the Data model tab, click +Add field.
- In the Name column, enter the name of the new field.
-
In the Type column, select a field type that supports
calculations:
- Text (single line)
- Text (paragraph)
- Currency
- Decimal
- Integer
- In the field row you just created, click Configure field.
- Expand the Advanced section, and then select This is a calculated field (read-only).
-
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:
-
Select an option, other than Custom, from the
Calculation Function list.
For example: You can calculate an average or find a maximum value.
- In the Field list, select a single-value field that is defined in a repeating field group.
- Click OK.
To reference a property from a numeric field:- In the Calculation Function list, select Custom.
- In the Calculation field, press the Down arrow key to choose a property to reference.
- Click OK.
-
Select an option, other than Custom, from the
Calculation Function list.
-
For Text (single line) and Text
(paragraph) fields, define a calculation:
-
In the Calculation field, press the Down arrow
key to choose a property to reference.
To concatenate multiple text properties, use a plus sign.For example: [property.name] + [property.type]
- Click OK.
-
In the Calculation field, press the Down arrow
key to choose a property to reference.
- Click Save.