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Calculated Extended Attributes

As an Administrator, you can use calculated Extended Attributes to enter expressions that contain numerical and logical operators. You can enter expressions in an Extended Attribute that reference other Extended Attributes. This provides your organization with a way to derive the value of fields from calculations and values of other attributes rather than just the value a user enters on a form.

Calculated Extended Attributes are regular Extended Attributes with the Field Type set to Calculated. You add, edit and delete Calculated Extended Attributes in the same way as regular Extended Attributes with the exception that the Field Type of existing Extended Attributes cannot be changed once created.

Add a calculated extended attribute

  1. Click Admin > Extended Attributes .

  2. Click the Name of the object where you want to add the calculated Extended Attribute then click Add.

  3. In Field Type, select Calculated.

  4. In Return Type, enter the type of data to be returned by the Expression. You can select:

    • Number: Enter the number of decimal places you want your calculation to return in Decimal Places.

    • Text

    • Date

    • Boolean

    • Lookup: Create a lookup list to use in the calculation. To add an Option, enter a Value then click Add. To update an Option, select it, enter the Value, then click Update. To delete an Option, select it and click Delete.

  5. In Expression, enter the formula to calculate the field value and the data used in the calculation. You can enter Expressions with:

    You can select a function and click Add Function to Expression to add them to your Expression.

    Your Expression can include standard Operators.

    Use the Xml Name of fields surrounded by curly braces when using them in an expression. For example, {customfielda} + {customfieldb}. Select an object from Download XML Names to obtain a list.

  6. Click Validate.

    If the Expression is valid message does not display, review the message and edit the Expression before repeating this step.

  7. When complete, click Submit. 

ClosedExpression field functions

Function

Description of returned value and return type

ADDDAYS (whole number, date and time)

Date and time that is equal to the given date and time, plus the specified number of days.

CONCAT (single line of text, single line of text, … single line of text)

String that is the result of concatenating two or more strings.

ClosedText functions

Function Description
CONCAT(string1[,string2,...])

Joins multiple values or expressions into one. To include text strings, enclose them within double quotes.

Example: CONCAT({FEATURE},”-”,{SCOPE})

The custom field {FEATURE} is joined with text - and custom field {SCOPE} to make a single value. If {FEATURE} is AA01 and {SCOPE} is BB02, this returns the value AA01-BB02. Replace these values with the custom fields, text strings, numeric values, date/time arguments, or other expressions you want.

ClosedLogical operators

Operator

Description

Value1 > Value2 Greater than

Evaluates if the given value is greater than the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {REVENUE} > {EXPENSE}

REVENUE and EXPENSE are custom fields used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

Value1 < Value2

Less than

Evaluates if the given value is lesser than the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {PERCENTAGE COMPLETION} < 80

PERCENTAGE COMPLETION is a custom field used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

Value1 >= Value2 Greater than or equal to

Evaluates if the given value is greater than or equal to the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {PROFIT} >= 100000

PROFIT is a custom field used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

Value1 <= Value2 Less than or equal to

Evaluates if the given value is less than or equal to the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {TIME} <= 15

TIME is a custom field used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

Value1 == Value2 Equal to

Evaluates if the given value is equal to the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {COMMISSION} == 15000

COMMISSION is a custom field used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

Value1 != Value2 Equal to

Evaluates if the given value is not equal to the other value in a logical expression. Returns true when logic satisfies, otherwise, returns false.

Example: {WORK_IN_HRS} != 5

WORK_IN_HRS is a custom field used to calculate the response. Replace the values with the custom fields, numeric values, or expressions you want.

ClosedLogical functions

Function

Description

AND(argument1,argument2,...)

Evaluates whether the given arguments are true

Example: AND({PERCENTAGE COMPLETE}<=90,{PERCENTAGE COMPLETE}>=50

This example evaluates whether the default field {PERCENTAGE COMPLETE} is between 50 and 90. When {PERCENTAGE COMPLETE} is greater than or equal to 50 and less than or equal to 90 and the function returns true, otherwise, it returns false. Replace the values with the custom fields, numeric values, or expressions you want.

OR(argument1,argument2,...)

Evaluates whether one of the given arguments is true.

Example: OR({PERCENT}>50,{REVENUE}>{EXPENSE})

You can identify whether a deal is qualified using the example. When either {PERCENT} custom field is greater than 50 or {REVENUE} custom field is greater than {EXPENSE} custom field, the function returns true, otherwise it returns false. Replace the values with the custom fields, numeric values, or expressions you want.

IF(logic,value1,value2)

Evaluates logic and returns value1 if true, otherwise returns value2.

Example: IF({PLANNED COST}>{Actual COST},"OVERRUN","SURPLUS")

The function returns OVERRUN if the {PLANNED COST} custom field is greater than {Actual COST} custom field, otherwise it returns SURPLUS.

You can nest IF functions

Example: IF({COMMISSION}>10, "$150", IF({COMMISSION}<=7, "$70", "$110))

If {COMMISSION} is greater than 10, the output is $150, otherwise the nested IF function is evaluated.

Replace the values with the custom fields, numeric values, or expressions you want.

ClosedNumeric operators

Operator Description

+

Addition

Adds the given numeric values or field parameters

Example: {MATERIAL COST} + {ACTUAL COST}

You can use this example to create a Calculated Extended Attribute named Total cost. If the {MATERIAL COST} custom field is 2000 and {ACTUAL COST} custom field is 3000, Total cost is 5000. Replace the values with the custom fields, numeric values, or expressions you want.

-

Subtraction

Subtracts the given numeric values or field parameters

Example: {REVENUE} - {EXPENSE}

You can use this example to create an Calculated Extended Attribute named Profit. If the {REVENUE} custom field is 8000 and {EXPENSE} custom field is 5000, Profit is 3000. Replace the values with the custom fields, numeric values, or expressions you want.

*

Multiplication

Multiplies the given numeric values or field parameters

Example: {COST PER UNIT} * {QUANTITY}

You can use this example to create an Calculated Extended Attribute named Total cost. If the {COST PER UNIT} custom field is 200 and {QUANTITY} custom field is 80, Total cost is 16000. Replace the values with the custom fields, numeric values, or expressions you want.

/

Division

Divides the given numeric values or field parameters

Example: {TOTAL COST} / {PEOPLE COUNT}

You can use this example to create an Calculated Extended Attribute named Cost per head. If the {TOTAL COST} custom field is 10000 and {PEOPLE COUNT} custom field is 20, Cost per head is 500. Replace the values with the custom fields, numeric values, or expressions you want.

ClosedNumeric functions

Function

Description

COUNT(number1,number2,...)

Returns a count of numeric values or fields only. Other text strings or characters including blank spaces are not counted.

Example, COUNT(1,2,3,"","FOUR")

Returns 3.

Replace the values with the custom fields, numeric values, or expressions you want.

ROUND(value,precision)

Returns the decimal number nearest to the specified value, constrained to the given precision.

Example: ROUND({PRICE} * {DISCOUNT}, 2)

You can use this example to create a Calculated Extended Attribute named Discounted price that calculates a discounted price rounded off to the nearest value and decimal places constrained based on precision. If {PRICE} is 999 and {DISCOUNT} is 0.07 respectively, Discounted price is 69.93.

Replace the values with the custom fields, numeric values, or expressions you want.

SUM(value1,value2,...)

Returns the sum of the given values or field parameters.

Example: SUM({LIABILITIES},{EQUITY})

You can use this example to create a Calculated Extended Attribute named Asset value that calculates the value of your assets. If {LIABILITIES} is 100000 and {EQUITY} is 10000, Asset value is 110000.

Replace the values with the custom fields, numeric values, or expressions you want.

ClosedDate and time functions

Function

Description

DATE(date,format)

Formats the given date in the specified format.

Example: DATE("07-23-2019","dd-mm-yyyy")

To include a date as an argument, enclose the date in double quotes using the format "mm-dd-yyyy".

EDATE(start_date,months)

Returns a date that is a specified number of months before or after a start date.

Example: EDATE({STARTDATE},{MONTHS})

To include a date as an argument, enclose the date in double quotes using the format "mm-dd-yyyy".

DATEDIFF(first_date,second_date)

Returns the difference between the two specified dates

Example: DATEDIFF({FIRSTDATE},{SECONDDATE})

To include a date as an argument, enclose the date in double quotes using the format "mm-dd-yyyy".

DAYS360

Returns the number of days between two dates based 360 days in a year made up of twelve 30 day months. This is commonly used in accounting and financial calculations for calculating interest.

Example: DAYS360({STARTDATE},{ENDDATE})

To include a date as an argument, enclose the date in double quotes using the format "mm-dd-yyyy".

ADDDAYS(date,days)

Returns a date that is the specified date plus the specified days.

Example: ADDDAYS({DATE},{DAYS})

To include a date as an argument, enclose the date in double quotes using the format "mm-dd-yyyy".

ClosedOperators

Operator

Description

+

Adds two entities 

-

Subtracts two entities

*

Multiplies two entities 

/

Divides two entities 

%

Calculates the remainder

>

Greater than 

<

Less than 

>=

Greater than or equal to

<=

Less than or equal to

==

Equal to

!=

Not equal to

&&

AND (both conditions are met)

||

OR (either condition is met)

!

NOT (condition is negated)

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