Calculated fields will now be able to calculate the difference between two date fields in minutes, hours, days, weeks, months, or years. Calculated fields are something that has always been requested on projects and usually these have been completed with workflows or using Business Rules. Fields can be added to CRM and set to automatically calculate using Excel-like formulae.
How to Set Up Calculated Fields:
- To set up a new calculated field, create the field, as normal, and click on the Field Type drop down. Changing this from Simple to Calculated makes the field a calculated field.
- Create a condition for No of days that has to be met for the field to be calculated. For Example if the condition is the difference in days between the end date and start date when both fields are populated. In order to satisfy this condition first create start date and End date fields with Date and Time Data Type and No of days field with field type as “Calculated”.
- Select ‘Edit’ next to the Field Type to set up the calculation logic
- After clicking on edit a window appears as below
- Click on “Add condition” and then start giving the condition for No of days to be calculated
- Initially give the condition as Start Date for field by selecting the related entity under Entity to that field.
- And give the condition for the End Date by selecting the related entity.
- The next section is the 'Action' for the condition and then click on tick mark.
- Finally click on save and close.
- In order to check the calculated field created Navigate to sales and select the particular entity in which the field is created
- Click on the statistics entity and give the details of start date and end date and save it .The difference between both the fields for No of Days will be populated automatically
