Adding Calculated Fields

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.
  • There is a limit to the number of calculated fields that can be added. If that limit is exceeded, then groups will fail to load and calculated fields will need to be deleted one by one until the limit is met. For more information see Troubleshooting: Calculated Fields Causing Group Errors.

To add calculated field:

  1. Open the Query Builder, and click Calculations. See Opening Query Builder.
    This button only appears if you are logged on as Admin.
  2. Click Add.
  3. Click the Properties tab.
  4. In the Name/Alias field, specify a name that describes the purpose of the calculation. See Calculation Alias.
    The calculation name appears only in the Calculation Manager.
  5. In the second field, specify a name to be used in the calculation. It cannot contain any spaces or symbols. This is a required field. You cannot create a calculated field until this has been set.
    When the calculated field is used in constructing a plugin or query, this name is displayed in the list of available fields.
  6. From the Base Table drop-down arow and select the main table used to create the calculated field.
    If you are joining two tables, this is the parent table.
  7. Click the Calculation Type drop-down arrow and select a Calculation Type.
    Note: The aggregate calculated fields are always Numeric.
  8. Specify a Description if you want to have a longer description of the field available
  9. Click the Calculation tab.
  10. Determine if the values you want to use for the calculated field are in the selected Base Table.
    The table displayed in the upper list view is the table you selected in the Properties tab.
  11. If the base table does not contain the values you need, change the base table rather than creating a join. Click the Properties tab and select another base table.
  12. Create the calculation.
    1. Click + or - to expand or collapse the list of tables and fields to find the first field for the calculation.
    2. To add a field, click the field in the upper box to add it into any position within the calculation.
      This is the first field in the calculation.
    3. Do one of the following:
      • If you are creating a numeric calculation:
        • You must insert an operator between fields in a numeric calculation.
        • Click another field in the tree view to add it to the lower tab view or specify an integer.
        • Continue adding fields as necessary to build the calculated field.
        • Use brackets to group calculations. To insert a bracket, place your cursor in the calculation where you want to insert a bracket and click a bracket button. You must have both a beginning and ending bracket.
      • If you are creating a string calculation, such as a concatenation of fields:
        • You do not need to pick an operator, but you may want to insert a space for the sake of appearance.
        • Click another field in the tree view to add it to the lower tab view or specify an integer.
        • Continue adding fields as necessary to build the calculated field.
      • If you are creating an aggregate calculated field:
        • You may create an aggregate calculated field based on a single field only. Do not include multiple fields or click any of the operator buttons.
        • Click the Aggregate drop-down arrow, select an item from the list: Average, Count, Min, Max, or Sum.
  13. Click OK.
  14. Click Close.
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