When you click Edit, the Calculation Fields pop-up window also opens to the right of the Edit Calculation Type pop-up window.
The fields are grouped by their type. Click New Calculation Field to edit a field.
When a field (grid column) is added (or edited), several configurations impact how the field displays and/or calculates.
| FIELD | DESCRIPTION |
|---|---|
| Name | Calculation field name. |
| Description | Detailed description. |
| Price List Display | Controls whether the field is visible on the grid. |
| Include in Change Set XML | Controls whether the field is included in change set XML. |
The Associated Roles section allows you to configure which user roles can view a calculation field.
The Default Behavior section allows you to configure a calculation field category and user functions.
Calculation field categories control visual formatting (color, font, etc.). Specifying a calculation field category here controls the default color/font of a calculation field.
Click Calculation Field Category List to open the Calculation Field Category List pop-up window.
Click + to add a record. Click Edit to edit a record.
You can configure a name, description, and several formatting options. These calculation field categories will then be available to apply to specific calculation fields.
Beyond the default behavior, conditional formatting can be specified. Click Conditional Formats to open the Conditional Formats pop-up window displaying conditional formats for the current calculation field.
The Reference Calculation Field specifies which calculation field to look at for formatting decisions (the current field may be formatted based on the value of a different field).
If the value of the reference field is within the configured range, the specified calculation field category will be used for field formatting.
The User Functions field is only visible if a constant type is not specified (the field is based on a calculation, not a constant value.)
Select a user function to view the fields to be used as a parameter(s) for the calculation.
User functions are the definition of a calculation. Individual parameters pass the appropriate values for the current calculation field into the calculation.
The Reaction Behaviors section allows you to override how a field is calculated.
The user function set in the Default Behavior section is the default calculation for a field.
Use the Reaction Calculation Field field to select a different field on the grid to monitor.
If that field is changed, the specified user function is used for the current field (with the specified parameters).
The Conditional Calculations section allows you to configure conditional calculations when required.
If the configured conditions are met, a different user function can be used (with the specified parameters).
In the General section of the Edit Condition Criteria pop-up window, configure the user function to execute and the parameters to use when the condition(s) are met.
The Preview section displays a preview of what the function will look like.
Once the General section is set up, the Edit Condition Criteria section appears to allow condition configuration.
| FIELD | DESCRIPTION |
|---|---|
| Criteria Type | Select INCLUDING or EXCLUDING. |
| Reference Calculation Field | The grid field to look at for comparison. |
| Null Condition | If enabled, Value Min and Value Max are removed, and the condition is only applicable if the Reference Calculation Field is NULL or has no value. |
| Value Min/Value Max | Range of values to include/exclude in the condition. |
Added criteria displays in the Condition Criteria section:
