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Creating a calculated field

Suggest edit Updated on July 21, 2021

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. Navigate to a place where you want to add a calculated field:

    ChoicesActions
    Add a calculated field to a case type in App Studio
    1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

    2. Click the Data model tab, click Add field.

    Add a calculated field to a case type in Dev Studio
    1. In the navigation pane of Dev Studio, click Case types, and then click the case type that you want to open.

    2. Click the Data model tab, click Add field.

    Add a calculated field to a data object in App Studio
    1. In the navigation pane of App Studio, click Data.

    2. Click Data objects and integrations.

    3. Click the data object that you want to open.

    4. On the Data model tab, click Add field.

    Add a calculated field to a data type in Dev Studio
    1. In the navigation pane of Dev Studio, click Data types.

    2. Click the data type that you want to open.

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

  2. In the dialog box, in the Field name field, enter the name of the new field.

  3. In the Type field, select a field type that supports calculations.

    If a type supports a calculation, the This is a calculated field (read-only) check box is displayed in the Advanced section.
  4. Expand the Advanced section, and then select This is a calculated field (read-only).

  5. For the Integer, Currency, Percentage,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. In the Calculation section, select an option, other than Custom, from the Function list.

      For example: 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 Submit.

    To reference a property from a numeric field:
    1. In the Function list, select Custom.

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

    3. Click Submit.

  6. For Text (single line), Text (paragraph), Boolean, Date & time, Date only, Email, Phone, Time only, and URL 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.
      For example: [property.name] + [property.type]
    2. Click Submit.

  7. Click Save.

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