Creating a calculated field

Save time and improve the accuracy of the information that your case processes by creating a calculated field. For example, configure a Total Time field to generate a subtotal from a list of time sheets.

1. In the navigation pane of App Studio, click Case types.

2. Under Case types, click the name of a case type.

3. On the Data model tab, click +Add field.

4. In the Name column, enter the name of the new field.

5. In the Type column, select a field type that supports calculations:

   • Text (single line)
   • Text (paragraph)
   • Currency
   • Decimal
   • Integer

6. In the field row you just created, click Configure field.

7. Expand the Advanced section, and then select This is a calculated field (read-only).

8. For the Integer, Currency, and Decimal fields, define a calculation by calling a function or referencing a property.

   To call a function when the field stores a numeric value:

   1. Select an option, other than Custom, from the Calculation Function list.

      For example: You can calculate an average or find a maximum value.

   2. In the Field list, select a single-value field that is defined in a repeating field group.

   3. Click OK.

   To reference a property from a numeric field:

   1. In the Calculation Function list, select Custom.

   2. In the Calculation field, press the Down arrow key to choose a property to reference.

   3. Click OK.

9. For Text (single line) and Text (paragraph) fields, define a calculation:

   1. In the Calculation field, press the Down arrow key to choose a property to reference.

      To concatenate multiple text properties, use a plus sign.

      For example: [property.name] + [property.type]

   2. Click OK.

10. Click Save.