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Created page with "{{WIP}} '''Calculated fields''' are entity fields that derive their value from other fields. == Prerequisites == On Resco Cloud, the minimum release supporting calculate..."
 
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# Sync the mobile app and check the form.
# Sync the mobile app and check the form.


[[File:Calculated field result in the app.png]]


[[Category:Resco Cloud]]
[[Category:Resco Cloud]]

Revision as of 06:04, 10 May 2023

Warning Work in progress! We are in the process of updating the information on this page. Subject to change.

Calculated fields are entity fields that derive their value from other fields.

Prerequisites

On Resco Cloud, the minimum release supporting calculated fields is 16.1.

Similar features are available on other backends (formulas on Salesforce, calculated columns in Dataverse). These are (not?) supported in Resco mobile apps.

Supported field types

The following field types can be calculated:

  • Single line of text
  • Option Set
  • Two Options
  • Whole Number
  • Decimal Number
  • Currency
  • Date and Time

Creating calculated fields

Calculated fields are managed using the Admin Console.

  1. Select Data > Entities from the menu.
  2. Click the entity for that you want to create a calculated field.
  3. Click New and select one of the supported field types, such as Whole Number.
  4. Enter new field details. As Source type, select "Calculated".
  5. Click Edit and enter a formula that defines how the field is calculated.
  6. Save all changes.

It is not possible to change the Source type of an existing field. You cannot change a simple field into calculated or vice versa.

Defining the formula

The formula of calculated fields is defined using an interface similar to the rules editor. Use a combination of conditions and steps to determine the result.

Calculated fields in the app

To see the results in the mobile app

  1. Edit your app project in Woodford.
  2. Enable the new calculated field(s).
  3. Add the new field(s) to a form.
  4. Save all changes and publish the app project.
  5. Sync the mobile app and check the form.