The Computed Field property is a feature that lets you perform calculations using data from Dynamics 365. It’s a way to automatically calculate values based on other data in your system, without having to manually perform the calculations yourself.
Learn how to set up a Computed Field in the DocumentsCorePack TemplateDesigner for your template.
Step-by-step description
Step 1: Open a Word template and navigate to the ❶ DocumentsCorePack TemplateDesigner and open the ❷ Insert MailMerge Fields.
Step 2: Use the ❶ Calculated Field option. If you are not sure how to get to the insert fields option, please take a look at this article first.
Step 3: The Computed Field properties window opens. Now create your calculation.
Please note: Adherence to basic arithmetic operations such as addition, subtraction, multiplication, and division is important. Please ensure the formula is syntactically correct and contains all necessary variables and operators to calculate the correct result.
/ = divide
* = multiply
+ = summate
– = subtract other than the usual DocumentsCorePack syntax, numeric values are added without single quotes.
It is also important to consider the order of operations in the formula to ensure that the result is correct. Parentheses should be used to control the priority of operations (calculations involving multiplication or division should be done before calculations involving addition or subtraction) in the formula and ensure that the formula is executed as intended.
Example: In the following example we want to find out how much the discount in % is. The formula is using parentheses to ensure that the calculation is done correctly.
Result:
The syntax is important: Now have a look at the result when the formula is not set correctly (The parenthesis is removed). This can lead to wrong results:
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.