Users can use calculated field types to automatically generate calculations based on the input of other amount fields.
In the Project
Calculated fields display the results of a predefined formula, using amount fields and other calculated fields as variables.
A calculated field displays the result of the formula, and will update immediately if any of the variable fields are changed. Calculated fields are display-only fields and cannot be edited.
To get an explanation of the formula and variables, click on the calculator symbol next to the calculated field. Each variable field will be mapped to a letter in the formula. For example, a calculated field might add the amounts of two currency fields in the same section together, and display the sum total.
DocGen, Reporting, and Vitals
Calculated fields can be used in DocGen templates with their replacement codes, just as other custom fields can. They can also be included in reports, and added in a project’s vitals.
Calculated Field Formulas
Add Calculated fields to your project templates using the Customs Editor. Click Add Field/Widget and, in the field type dropdown, select one of the four calculated field options.
There are four types of calculated fields: currency, decimal, number, and percentage. The type of calculated field will determine the formatting of the displayed outcome.
Create the field prompt, and then enter the formula you would like to use for this calculation. Once the desired formula has been input correctly, save the field.
Fields
Entering the name of an available field in the Formula textbox will bring up suggested field selectors. Calculated fields can use any type of amount field and any type of calculated field in their formulas. Choose the suggested field selector to add that field to the formula.
Formulas are limited to fields in the same project section. In a collection section, formulas are limited to fields in the same collection item.
Operators
Calculated field formulas follow the standard order of operations, and can use the follow operator symbols:
Symbol |
Action |
---|---|
+ |
add |
- |
subtract |
* |
multiply |
/ |
divide |
() |
change/indicate the order of operations |
Calculated field formulas can also include integers. For example, a calculated field could add three other fields together and then divide the sum by three to get an average.
Formula Errors
If the formula includes an error, like an unclosed parenthesis, the error will be highlighted, and you will be unable to save the field until the error is corrected.
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