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10.7. Calculation Wizard
Calculated field values are derived from previously entered data or system functions.
Accessing the Calculation Wizard
To access the calculation wizard for a calculated field:
- In the Field attributes area, verify that the advanced check box is selected.
- If necessary, select the check box on the field's attributes panel.
- Click the arrow button
that corresponds to the attribute, and select from the menu that appears.
The Field calculation wizard for appears.
Using the Calculation Wizard
The calculation wizard guides you through the setup of one of 4 calculation scenarios (which are described below).
- Set the field value to a manually entered value
- Set the field to the value of another field
- Set the field based on an IF/THEN/ELSE condition
- Set the field based on a function
Manually Entered Value Calculations
Select the Set ... to a manually entered value option. Enter the constant in the value field, and click . In the example below, the preferred contact method option list is defaulted to the Cell Phone selection.
Field to Field Value Calculations
Select the Set ... to the value of another field option. Select the source field for the current field's value from the drop-down list, and click .
Logic-based Calculations
The Set ... based on an IF/THEN/ELSE condition option enables you to use cascading Boolean logic to determine the field's value. In the example below, if the contact has entered a preferred contact method (contact_optlist) of home phone or cell phone, then schedule a follow up call in a week. Otherwise, default the scheduled follow-up to the day the contract information was entered (contact_entry_dt).
Function-based Calculations
Function based calculations are found under the Set .. based on a function option. In this example, the contact's age is calculated from the entered birth date.