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editable and useable percentage fields

Caitlyn Croasdale

How can we create a field for sales to manually enter based on their opportunity that shows and reads as a percentage (0-100%), not a decimal? We would use that percentage in calculations on the backend elsewhere. 

In our example, we ask for each product in an opportunity the Annual Volume (gal/lb) then we are asking how much of that volume is going to be for the East vs West side of the US. Instead of having them enter two different volume fields that don't connect to each other (I'm sure we could with custom code), how can we ask sales to enter the percentage instead to avoid mistakes. Ex 400k annual volume, 45% East 55% West, then we can use 400k*45% to get the east volume. 

  • 0 Sugar Employee Badge

    Hello  , 

    Thanks for the great question!

    I think there are a few different ways to approach this. In my opinion, the simplest solution would be to create a dropdown with a predefined set of percentage options (e.g., 0%, 10%, 15%, 20%). The dropdown would display values like “10%” as the label, but the underlying item value would be stored as 0.1 to be used in calculations.

    Something like this: 



    And then on your calculations you can refer to the field that has the dropdown in a formula like so

    multiply($amount,number($percentage_c))

    Where the $amount is the total value and  $percentage_c is your percentage field. 

    The main advantage of this approach is that it can be implemented entirely through Studio changes—no need for customizations.
    However, the downside is that users will be limited to selecting only the values available in the dropdown.




    Let me know if this would work for you or you’d like to explore more flexible options or alternatives!


    Cheers, 


    André