Please share the steps with some examples where to use them.
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@limesh Yes, it is possible to have Calculated Fields in Sangam CRM.
Follow these steps to create calculated fields using the Formula Builder:
- Navigate to Formula Builder
- Go to Admin > Studio.
- Click on the options icon (three dots) next to the module where you want to create calculated fields.
- Select Formula Builder from the dropdown.
- Click on the Create button to start building your formula.
- Select the Field for the Calculation
- In the “Fields” dropdown, choose the field where you want the result of the calculation to appear.
- Choose the Formula Type
- Simple Formula: A straightforward calculation where only one type of operation (e.g., addition, subtraction, multiplication) can be used across multiple fields.
- Example: Expected Payment - Received Payment = Balance Payment
- Advanced Formula: A more complex formula where multiple operations can be performed within a single formula.
- Example: You can perform a combination of operations, such as adding, subtracting, or multiplying fields to derive results.
- Select a Function
- On the left-hand side panel, you’ll find various functions (e.g., Subtract, Add, Multiply).
- Click on any function to view its description and syntax. This will help you understand how to use the function.
- Example:
- Function: Subtract
- Description: Returns the subtraction of numbers.
- Syntax: subtract(Number n, …)
- Example: subtract(9, 2, 3) gives the result 4.
- Example:
- Build the Formula
- In the center screen, the selected function will appear.
- Select the fields that you want to include in the formula by placing them in the appropriate spots.
- To add more fields, click on Add Fields.
- If you need to add static text (instead of a field), click on the three dots next to the field selection tab and choose Change to Text.
- Save the Formula
- Once your formula is complete, don’t forget to save the formula.
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