I’m flummoxed by trying to create a calculated field. I want to create a static field for the ‘Opportunities’ module that takes two existing fields from each record, and outputs a calculation using them.
I thought I’d be able to do this in ‘Studio’ by adding a type of field like ‘calculation’, but apparently this is actually done as an ‘Action’ in ‘Workflow’.
But now that I’ve figured that out, I’m very confused by it. I don’t know if I’m getting the syntax wrong, or if I have fundamentally misunderstood something.
Once I have created this field, and tried to add my ‘Action’ to it, it just appears blank. It looks as if users can edit it, and when I do, it just displays ‘0.00’.
What I want is a read-only field that is the result of multiplying one field (a percentage), by another field (a currency value).
Please could someone tell me what I’m doing wrong? I’ve tried ({P0} * {P1}) that gives me nothing. I’ve tried just {P0}, and that also gives me nothing.
Thanks.
Hey
Have a look at this documentation
This shows you how to divide you can use a similar functionality to add subract
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Thanks, but that still doesn’t seem to do anything, even if I copy that exact formula, I still get a blank column.
How do I name the field and ensure that it’s added to the list display? It might be something like that I’m doing wrong, I’m not saving something correctly or I’m adding the wrong field in the wrong place.
Can you share a picture of how your formula looks
Also share the conditions/top section of the workflow
Repeated runs ?
Run only in schedular or only on save ?
Record type new records or modified records
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Thanks, yes, please see images below. Maybe it’s because I already tried to create a field with that name? I don’t really understand how I’m ‘assigning’ this calculation to the field called ‘Projection’.
Do I need to check ‘repeated runs’?
Check the repeated runs checkbox as well
Keep settings similar to above
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A HA, that seemed to do something, ‘only on save’ seems to have been the thing I was missing! I now get some results appearing in that column.
Thank you very much for your help, I really appreciate it.
