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Business Rules
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On LoadOn Change |
Synchrounous / Real Time
Execution order:1)System JavaScripts 2)Custom Javascript 3) Then Business Rules
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Client/ Server |
Entity / All Forms / Specific Forms |
And / OR, not a mixure |
All Fields on the form body |
Show Error Message
Set Field
Set Business Required
Set Visibility
Set Default Value
Lock / Unlock Field
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Fields updated through Business Rules do not trigger the fields on change event of JavaScript. Reducing potential of infinite loop. |
Perform field validations and apply field logic to improve user input and experience |
| Rollup Fields |
On Save / Every 1-12 hours / When User Presses Rollup Refresh Button |
Asynchronous / Every 1-12 hours
Rollups are calculated by scheduled system jobs Settings > System Jobs > View > Recurring System Jobs. System Job type: Mass Calculate Rollup Field or Calculate Rollup Field
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Server |
Related Entity / Parent Child Relationship Upto 1 Level Deep |
And / OR, not a mixure |
Whole Number
Decimal
Currency
Date
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SUM / MAX / MIN / COUNT / AVG |
Cannot use other Calculated or Rollup fields as part of a rollup. |
Aggregate calculations of child entities. The difference between Calculated Fields is Rollup fields are not virtual, they are physical attributes. Such as no. of open opportunities, activities, revenue, etc. |
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Calculated Fields
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OnSave |
Synchronous |
Server |
Entity/ Parent Child Relationship Upto1 Level Deep |
AND or OR , Not a mix of both |
- Single line of text
- Option Set
- Two Options
- Whole Number
- Decimal Number
- Currency
- Date and Time
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ADDHOURS, ADDDAYS, ADDWEEKS,
ADDMONTHS,ADDYEARS,
SUBTRACTHOURS,SUBTRACTDAYS,
SUBTRACTWEEKS, SUBTRACTMONTHS,
SUBTRACTYEARS,DIFFINDAYS, DIFFINHOURS,
DIFFINMINUTES,DIFFINMONTHS,DIFFINWEEKS,
DIFFINYEARS,CONCAT,TRIMLEFT, and TRIMRIGHT.
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Two calculated fields cannot reference each other in their formulas
Floating point numbers cannot be used in calculated fields.
Won’t trigger workflow updates
Fields are virtual /not stored at the database level
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Ability to populate a field with simple calculations based on other values and conditions on the form in a real time manner. This alleviates the need for JavaScript in fairly straight forward scenarios such as adding days or months to a date, or adding or subtracting fields on the same entity.
Calculated fields can calculate based on other fields, including rollup fields and other calculated fields.
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