The Computed Field property is a feature that allows you to 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.
The following article describes how to set up a computed field 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 3: The Computed Field properties window opens.
A calculation pattern can be created in the ❶ Property Designer or the ❷ Text property designer. In the Property Designer, you can enter ❸ a field either by double-clicking on the tree view or by ❹ searching for it. Clicking on the plus (+) button or right-clicking within the pattern will bring up a context menu where a ❺ number, ❻ operator, or ❼ function can be added. Fields can be dragged and dropped where appropriate.
There are five available functions to add, as outlined below:
- Floor: This function rounds down to the nearest integer value for a given number. Please keep in mind that when rounding down for a negative number, this results in a larger negative number. For example, when applied to 5.25, the function will return 5, whereas when applied to -5.25, it will return -6.
- Ceil: The ceiling function is the opposite of the floor function and will round up to the nearest integer value for a given number. Please keep in mind that for negative numbers, this function would result in a smaller negative number. For example, when applied to 5.25, the function will return 6, whereas when applied to -5.25, it will return -5.
- Sqr: The square function returns the given integer squared. For example, 4 returns 16.
- Sqrt: The square root function returns the square root of the given integer. Please note that the given integer cannot be a negative number. For example, 4 returns 2.
- Trunc: The truncate function cuts a number to the specified number of decimal places without any rounding. For example, applying “5.25,1” will yield “5.2”, “-5.25,1” yields “-5.2”, and “5.25” assumes zero decimal places and yields “5”.
In the Text property designer, formulas can be entered manually (see below).
Note: If the formula isn’t displayed correctly, you can enlarge the window to ensure clear visibility of your input.
Example: In the following example, we want to find out discount percentage. The formula is using parentheses to ensure that the calculation is done correctly.
Result:
Note: Please keep proper mathematical syntax in mind. In the following example, the parenthesis have been removed, leading to the incorrect result.
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