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Calculated Custom Field values

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Tyler Johnson

2023년 9월 07일에 게시됨

I want to create a custom field that is a calculated value... For example, on a Deal record I want to have the total deal value be a calculated result and not a field that a user manually enters. 

The calculation would be based on two other numeric custom fields on the Deal record (for example, a 'Volume' custom field and a 'Unit Price' custom field)... The end user would provide the inputs for Volume and Unit Price, and then I'd like to have a third custom field that is a calculation of Volume * Unit Price. 

Most other CRMs allow for this type of custom field -- is this something that Zendesk Sell accommodates? 

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      Dane

      Due to the Announcing the removal of Sell datasets and dashboards in Explore all the report will only be available on the Sell Dashboard. Hence, creating such custom attribute will no longer be available.

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      Mark Pinfold

      I would be keen on this too.

       

      Agent enters a piece of known data into a blank custom field in line of their workflow, clicks close ticket, a different custom field autofills a calculation based upon that original data and then Webhook sends that information off for API deployment to another App.

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