Using Calculated Fields

A calculated field is dynamic and consists of two or more fields from the database. The fields used to create a calculated field can come from one table or from several joined tables. The values that appear for a calculated field are updated after changes are made to the fields comprising it. A calculated field can perform mathematical operations or concatenate strings, depending on the type of calculation.

Note: 
  • Only the System Administrator can access this page.
  • Calculated fields created outside the Web Client are not available in the Web Client until the conversion utility is run. Calculated fields created in the Web Client are available in any Infor CRM SLX client.  Infor CRM SLX suggests creating calculated fields in the Web Client.

Infor CRM SLX includes a set of predefined calculated fields and you can create new calculated fields.

Examples

  • Numeric calculation: Opportunity.Salespotential * Opportunity.Closeprobability / 100. The resulting weighted sales figure would be 100, if Sales potential is 200 and Close Probability is 50%. (The Close Probability field reflects a whole number, not a percentage; therefore, Close Probability would have to be divided by 100.)
  • String calculation: Contact.Lastname, Contact.Firstname. A contact named Pat Smith would result in the calculated field value of Smith, Pat.
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