A calculated field works out its value from other fields using a formula — a total, a margin, the number of days between two dates — and keeps it up to date for you.
Before you start: Account Admin permissions required.
Create a Calculated Field
- In the lower-left corner, click Settings.
- Click the Data Entry tab.
- Click Custom Fields.
- Click \+ Add Custom Field.
- Choose Calculated
- Enter a name for the field.
- (Optional) Assign it to a custom field group.
- Build your formula: choose a function, then add each field it uses by typing
@[Field Name]. - Choose the output format: Numeric or Currency.
- Save the field.
The value calculates automatically on every record. To see it across many records at once, add the field as a column in a list view.
Supported Functions
Type
Functions
Arithmetic
SUM, SUBTRACT, MULTIPLY, DIVIDE, MIN, MAX, ROUND, ROUNDUP, ROUNDDOWN
Date
DATEIF, DAY, WEEKDAY, MONTH, YEAR, DATE, EDATE, WEEKNUM
Comparison
<, >, <=, >=, !=, ===
Logical
IF, AND, OR, NOT, SWITCH
Text
CONCAT, SUBSTITUTE, CONTAINS, LEFT, RIGHT, MID, LEN, FIND
Collection
INCLUDE, ALL, ANY
Whatever functions a formula uses, the field's final value must be a number or a currency amount. Text and logical functions are useful inside a formula — for example, in an IF condition — but the result the field shows is always numeric.
Need help? Contact support at customercare@pipelinecrm.com.