Creating / Modifying a Formula in a Script
Formulae are used by agents to easily sum up or calculate specific values on a script page based on input to the relevant fields without the need for manual calculation.
Log in to the admin portal.
To configure the formula do one of the following:
- Click Add Formula Fieldsto create a new formula field
- Click Show Formula Fieldsto see the existing Formulas
- Click the settingsicon to modify the formula
Formula Name: - Use this field to enter a display name for the formula you would like to create. This text will be displayed in a drop-down list of available formulas you may insert to scripts.
Result Field: - Your selection here will identify the field you would like to display the results of this formula. (Note: numerical type fields are the only field type that formula results may be selected and displayed within)
Field: - Choose a field with a Numerical, Percentage, Decimal, or Money field
Operator: - Choose how you want the calculation to be made (Add, Subtract, Multiply, or Divide)
***Note: Only ten operators can be used on each formula
Click Save Changes to save any changes made to the formula