Category: CRM

Data Types and Function Supported

• Whole Number à SUM, MIN, MAX, COUNT
• Decimal NumberàSUM, MIN, MAX, COUNT
• CurrencyàSUM, MIN, MAX
• Date and TimeàMIN,MAX

Creating a Rollup Field

Check how many task activity are open for a particular contact record.

Click on Edit

Select Task as related entity.

Set Filters to Open Task

Specify Count as Aggregation.

Add the field to Contact form.

Click on Recalculate will show the count.

On Adding a Task and recalculating

Two new field State and Last Updated On are also created along with the roll up field. Adding them on form.

Different State value

• Aggregated by System Account.
• Read Only Field.
• Asynchronous job runs approximately every 12 hours else it can be run manually using Recalculate button.

   

Data Type supported

• Single Line of Text
• Option Set
• Two Options
• Whole Number
• Decimal Number
• Currency
• Date and Time

Operator and Function Supported

Math Operator
à =, +, -, /, *

String Functions
àCONCAT, TRIMLEFT, TRIMRIGHT

Date Time
à ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEAS

Creating a new Calculated Field

For e.g. let us create a calculated field of string type that will concat first name, middle name and last name for Contact Entity.

Open Contact entity for customization à Fields à Click on New

Click on Edit to define the Calculated Field

The editor has IntelliSense

Add the field to form.

• Calculated Field are not saved in database.
• They are executed during Retrieve.
• Can be used by another calculated field.
• Calculations is done using System Account.

We can get the ‘get_code’ error if we are using Assign Step in Action/Workflow and the value is null for the field selected.

Here we need to use If condition to check if the value exist for that particular field before using Assign Step.