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7.7. Calculation wizard

Calculated field values are derived from previously entered data or system functions. To configure a calculated field select the Calculated field? checkbox on the field's attributes panel. Access the submenu arrow and select calculation wizard. The calculation wizard guides you through the setup of one of 4 calculation scenarios.

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 the field value to a manually entered value" option. Enter the constant in the value field and press OK to continue. 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 the field to the value of another field." option. Select the source field for the current field's value. Press OK to continue.

Function based calculations

Function based calculations are found under the "Set the field based on a function" option. In this example, the contact's age is calculated from the entered birth date.

Logic based calculations

The If/Then/Else calculation choice enables the user 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).

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