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, groups fail to load and calculated fields are required 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. Access the Query Builder page and click Calculations. See Accessing the Query Builder
    This option is displayed only if you are logged in as an Admin.
  2. Click Add.
  3. Click the Properties tab.
  4. Specify a name that describes the purpose of the calculation in the Name/Alias field. See Calculation Alias
    The calculation name is diplayed only in the Calculation Manager.
  5. Specify a name to be used in the calculation in the second field, . 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. Select the main table used to create the calculated field from the Base Table arrow
    If you are joining two tables, this is the parent table.
  7. Click the Calculation Type arrow and select a calculation type.
    Note: The aggregate calculated fields are always Numeric.
  8. Specify a Description if you require to have a longer description of the field available.
  9. Click the Calculation tab.
  10. Determine if the values you require 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. Change the base table rather than creating a join if the base table do not contain the values you require.
  12. Click the Properties tab and select another base table.
  13. Create the calculation.
    1. Click the Expand or Collapseicon to view 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 a 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 required to build the calculated field.
        • Use brackets to group calculations. To insert a bracket, place your cursor in the calculation where you require to insert a bracket and click bracket. 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 require to pick an operator, but you require 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 required to build the calculated field.
      • If you are creating an aggregate calculated field:
        • You can 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 arrow and select an item from the list: Average, Count, Min, Max, or Sum.
  14. Click OK.
  15. Click Close.
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