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Pipeliner enables you to create custom auto-calculated field using standard math operations within the calculation formula i.e. AND, OR, IF, NOT or ISEMPTY. Here you can learn how to create auto-calculated field in Pipeliner CRM:
How can I create auto-calculated field
- Click on User in the upper right corner and select Administration.
- Click on Custom fields and forms.
- Select the entity to which you want to add the field.
- In the fields section click on the +Create button.
- Select field type, that can be auto-calculated and name the field.
- Create a Calculation formula.
- You can select between Basic and Advanced mode.
Basic Calculation Mode
- Select Fields you want to use in calculation from the list of available fields.
- Create formula using Calculator provided. You can use numpad on your keyboard instead.
- Add the field to the form, publish the form and Synchronize.
Advanced Calculation Mode
- You can use Add Field and Add Function buttons and mathematical functions. Please see "Which operations can be used" below.
- To add field please press "#" symbol and start typing the field name. You will be able to select the field from the drop-down list.
- Add the field to the form, publish the form and Synchronize.
Which operations can be used?
| Functions | Syntax | Description |
|---|---|---|
| AND | AND(logical_expression1, logical_expression2) | Both of the expressions must be TRUE. |
| IF | IF(logical_expression, value_if_true, value_if_false) | One expressions must be TRUE while other must be FALSE |
| OR | OR(logical_expression1, logical_expression2) | At least one of the expressions must be TRUE |
| NOT | NOT(logical_expression) | Expression must be FALSE |
| ISEMPTY | ISEMPTY(field) | Returns TRUE, if the field doesn’t contain any data |
| ROUND | ROUND(value, places) | Rounds a number to a certain number of decimal places. |
| Operands | Syntax | Description |
|---|---|---|
| = (equals) | = (logical_expression) | Field has the same value. |
| != (is -t) | != (logical_expression) | Field has different value. |
| < (less) | < (logical_expression) | Field value is less than. |
| > (more) | > (logical_expression) | Field value is bigger than. |
| <= (less or equals) | <= (logical_expression) | Field value is less than or equals to. |
| >= (equals or more) | >= (logical_expression) | Field value equals to or is bigger than. |
| + - * / | logical_expression1 + logical_expression2 | Standard mathematical operations with the fields and expressions |
| "(" and ")" | logical_expression * (logical_expression2 + logical_expression3) |
Sets the priority of the Operations |
