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Last Modified: 01.09.2021
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Example of calculating numerical values |
Let's overview an example of handling element fields with
calculation of values
The system can calculate expression values in action parameters.
. For simplicity, use the list feature (Services > Lists). Actions described below are applicable to other elements as well, for example, CRM. Basis for the example is a hypothetical forum message:
"Hello, i've encountered with the following issue: My deal must calculate a net profit from stipulated deal total, with substracted 6% tax as well as contract expenses (if available). The result is logged into the manager report for the successful deal."
Sequence of actions
Create a new list, with
set of fields number
Note: depending on PHP settings, number field values can be displayed using Scientific notation.
:
- Total;
-
Contact expenses
Contract expenses field is optional. When it contains values, they will be included into the calculations.
;
- Tax (6%). Calculated automatically;
- Total. Calculated automatically .
- Create a sequential workflow template and configure it for launch upon adding a new element.
- Add and configure the first action as Edit, calculating
tax on total
:
Field: Tax (6%). Calculated automatically,
Value: ={=Document:PROPERTY_s}*0.06,
where {=Document:PROPERTY_s} is the Total field value.
- Add and configure the second action Edit, that will calculate the
total
with account of all substractions:
Field: Total. Calculated automatically,
Value: ={=Document:PROPERTY_s}-{=Document:PROPERTY_contract}-{=Document:PROPERTY_tax},
where
{=Document:PROPERTY_s} - Total field value,
{=Document:PROPERTY_contract} - Contact expenses field value,
{=Document:PROPERTY_tax} - Tax (6%) field value. Calculated automatically.