Creating Calculated Fields
Calculated Fields
Calculated fields let you automate manual calculations used within business processes. Using these types of fields allows the user to see the results of simple calculations performed within the system without the need of having to manually do them, which can be both time consuming and sometimes difficult.
The following Scenario below shows the process of creating a calculated field.
Scenario
I have two entities that hold data on running. One is the Parent form ‘Runs’ which holds records of runners- while the other is the Child form, ‘Daily Runs’ and holds specific information on the Date, Time, Distance and Runner.
As a user I want my parent form ‘Runs’ to breakdown the performance of each runner covering specifically the average distance per run that they complete.
To do this, I need to create a calculated field that will calculate the Total distance run, divided by the Total number of runs.
How to Create a Calculated Field
- Settings > Solution > Open your solution
- Select the entity (Running) > Click on Fields
- Click New
- Name your field > Enter data type > Enter Field Type > Then click ‘Edit’
- Specify the Action (This is the action you want the calculation to do) select the ‘Total distance run’ entity and divide this by the ‘Total number of runs’ entity > Click the tick.
*Actions for calculations are done by using the same actions that you would within excel.
e.g. (+) – Add
(-) – Minus
(/) – Divide
(*) – Multiply etc.
- Save and Close the calculated field window > Save and close the field window
- Publish All Customizations
- Navigate to Runs and Select Runner to view the calculated Field within the form.
This field is calculated within the ‘Run’s’ entity by taking ‘runner specific’ information recorded in Daily Runs and actioning this function to divide the Total distance run by the Total number of runs.
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