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How do I create a calculated field in Act! v16 and later

Question:
How do I create a calculated field in Act! v16?

Product:
Product Family: Act!
Product: Act! Premium (access via web)
Version: v16 and later





Answer:

  1. Click Tools>Define Fields
  2. Select the type of field you want make in the View fields for menu
  3. Click Create new field
  4. Name the field, and select the desired field type (Decimal, Number, or Currency)
  5. Select any other field options you want and click Next
  6. Modify the field behavior if needed and click Next
  7. Set any field triggers if needed and click finish
  8. Create another field using the steps above
  9. Create a third field with the Field data type of Calculated and click Next
  10. Select the Calculated field type and the window below will change to accommodate that type


Option 1: Numeric
  1. Build your formula by double clicking on any of the Fields, Functions, or Parameters in the three boxes

    2. Note: You can click Validate Formula to verify the syntax of your formula. For more information on writing a formula, click the Learn how to write a formula link.
  2. Select your choice in the Display calculated field as menu
  3. Select your number of decimal places displayed and click finish.


Option 2: Date
  1. Select the Date field that you want to automatically calculate from
  2. Select your calculation options
    • Days since (date to today)
    • Days until (today to date)
    • Years since (date to today)
    • Years until (today to date)
  3. Click finish to save the field

Note: Calculated fields can also be added from the Web interface

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