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4-6-4 Set Formulas

4-6-4 Set Formulas

Owned by Site_admin_1
9月 22, 2023

After selecting which relative object fields to include, you can add formulas to auto-calculate Number fields (Including currency and percentage fields).
Only input and output fields can be used in calculations.
※Formula results cannot be used as further input to calculations.

－Note: Dynamic calculation－
Salesforce's standard calculation only performs a calculation after saving the record, but SkyVisualEditor will show you the calculated results as soon as values are inputted into fields.

There are 3 types of formulas

  • Arithmetic formula using main object fields to set another main object field.
  • Arithmetic formula using relative object fields to set another relative object field
  • Aggregation formula to set a main object field based on the sum of a field of relative objects
     

【Formula Configuration Screen】

※Note that in order to make use of fields in formulas, the fields must have been added to the appropriate objects in ① and ③ above.


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