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How to create custom fields with formulas

In this how-to guide, you'll learn how to create custom fields with formulas step-by-step, including navigating settings, defining data fields, and inputting calculations for…

victoriaworkflowsvictoriaworkflows
·19 steps·51 views·Published

In this how-to guide, you'll learn how to create custom fields with formulas step-by-step, including navigating settings, defining data fields, and inputting calculations for monetary values like commissions. Follow along to enhance your data management skills and streamline your processes.

Step-by-step Guide19 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Company settings

    Click Company settings
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  3. Click Data fields

    Click Data fields
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  4. Click Custom field

    Click Custom field
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  5. Type "Formula"

  6. Click on "Click here."

    Click on "Click here."
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  7. Click For monetary data such as amount of commission

    Click For monetary data such as amount of commission
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  8. Click on "Click here."

    Click on "Click here."
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  9. Click on "Click here."

    Click on "Click here."
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  10. Type "#" in For example: #Deal value * 12

  11. Click Deal Value

    Click Deal Value
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  12. Click *

    Click *
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  13. Type "#Deal Value * 1.10" in For example: #Deal value * 12

  14. Click on "Click here."

    Click on "Click here."
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  15. Press a

  16. Click on "Click here."

    Click on "Click here."
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  17. Type "Deal Value Commission"

  18. Click Save

    Click Save
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  19. Click Confirm

    Click Confirm
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