Creating a Calculated Field in Popdock
1. Under the main menu, select Connectors.
2. From your list of connectors, click the Edit icon to the right of the connector that you want to create your calculated field in. For this example, the Sample Data connector is being used.
3. Under the Settings menu, select Lists.
4. You will want to select the list that you want to create a calculated field on. To select that list, click the Edit icon to the right of the list. For this example, the Customers list is being used.
5. From the Settings menu, select Calculated fields.
6. To create a new calculated field, select Click here to add a calculated field. If you have existing calculations, select Add calculated field.
7. Use the Name field to give your calculated field a name.
8. Use the available fields to create the formula for your calculated field. For guidance on creating C# formulas, visit the Popdock Guide for a Calculated Field.
- Field type – Use the available dropdown to select the field type for your formula.
- Field language – Use this dropdown to select the language of your formula. You can use Popdock Script, C#, or SQL (where applicable).
- Field – Use this dropdown to select fields from your list to be used within the formula. The fields will be inserted into the formula in the field language selected.
- Function – Popdock provides a variety of prebuilt functions. You can use these functions instead of typing all of your formula.
- Date values – Popdock provides predefined dates for weeks, quarters, years, and fiscal periods.
- Script– This is where you will comprise your calculated field.
In this example, the Field type is Currency and the Field language is Popdock Script. For the formula, Total costs is being subtracted from Total sales to yield a Net Profit.
9. Once you have completed the calculations, select Add.
10. Select Test calculation from the navigation pane. You can then validate your calculations by selecting Click here to validate your calculations.
You can change the Test method to Calculate a single result or Query list for test values. This will test the calculation using either amounts you enter or actual amounts from the list.
With your formula in place and validated, your calculated field is now available as a field to be used within your list.
Questions on creating a calculated field? Contact support@eonesolutions.com.