Overview
The new Formula field type is a special ‘virtual’ field that allows users to use all the new functions in the new formula editor.
The characteristics of the new Formula field are:
Real time calculations - the field is always re-calculated at the current time, unlike for simple calculations, the value is not pre-calculated and stored in the database so changes are not recorded in the change log and cannot be used for triggering Automatizer processes
All fields within the entity are supported, including:
Rollup fields
Formula fields
Simple calculated fields
Creating a Formula Field
From the Admin Module, in the Entities menu, select the type of record you want to work with and then, from the Fields tab, click on "Create New" and select Formula ⤵
Add in your Field Name, set any user role Edit Permissions and then click on "Set Advanced Formula" to access the new Formula Editor to add in your formula.
Advanced Formula Editor
Users can define the return type when creating the field. Once this is set, the return type cannot be changed after the field is created. Users need to ensure that they are using return types appropriate to the functions they are using in their formula.
For specific return types there are also other options
Integer - user can select the displayed value suffix (for example: 3 y, 99 %, 123 days, 42 kg, 108 unicorns, etc…)
There are a few already predefined
Days - ‘d’
Months - ‘m’
Years - ‘y’
Percentage - “%”
Custom - user can add any text (max 8 chars)
Float - like integer + decimal places
Currency - user can set only decimal places
Calculated Report Value
In a similar way to our Summary Value fields from our last release, users are able to create Calculated Values directly within a report. Just like Summary Values, the value exists only in the report where it is created. ⤵
From the Report Values section in the View tab, click on "Create" and select Calculated Value. Add in a name for your Calculated Value column and then set up your formula using the same Advanced Formula Editor as when creating a Formula field.
You will then be able to use your new Report Value>Calculate Value in your report as well as in Charts and Filters ⤵
Add the Calculated value field to the report just like any other field ⤵
Calculated Validations
Field validation by formula is now improved with access to the new formula editor
Checking & validation behavior remains as before ⤵
Web resources
Web resource fields can also now be set up via a new editor allowing easier field selection and a clearer display of the real field name in the list view ⤵
Calculated Report Value
In a similar way to our Summary Value fields from our last release, users are not able to create Calculated Values directly within a report. Just like Summary Values, the value exists only in the report where it is created. ⤵
Calculated Value Editor
User needs to add the value name - required
It will work the same way as the Formula field editor and supports the same functions and fields
In addition a calculated value can work also with a summarization value (but a summarization value cannot work with a calculated report value)
User can use the calculated report value in charts and filters ⤵
Users need to add the Calculated value field to the report just like any other field ⤵
