Add a New Calculated Field

  1. Access the Calculated Fields Administration form.
  2. Select an object from the drop-down list.
  3. Select the field you wish to create calculations for from the drop-down list.

    Note: The "Event" selection is not a field name, but rather a mechanism used to trigger workflow or send notifications based on an event, (i.e. creating, updating, closing, deleting, and changes in incident threshold values). For more information, see the sections on Event Driven Notifications and Event Driven Workflow. In addition, events are used to schedule searches and entity hierarchy filters on a periodic basis. For more information Search Interface - Create a Search, and Manage Filters in the Entity Hierarchy Tree.

  4. Click Add Field.

Notes:

  • Object names (e.g. Audit Name, Org Unit Name) do not appear in the list of calculated fields because they are required to be unique. Creating a rule to update an object type with a specific value would risk creating duplicate names.
  • Fields available for field calculations include default or configurable memo, text, decimal, date, or Boolean fields. Fields not included for field calculation are auto-generated audit trail data (e.g. last modifier, modified date) user selectors (e.g. control owner), or fields link other data objects (e.g. Impact posted unit). Non-configurable fields include certain fields that represent a system function rather than a characteristic of the object such as the Test Share field on the audit test form.
  • Once the field is added you may configure the field to auto calculate. See Configure a Calculated Field for additional information.

 

See Also

Calculated Fields

View Calculated Fields

Configure a Calculated Field

Enable/Disable a Calculated Field

Delete a Calculated field

Custom Calculations/Extensions

Role Based Trigger