How to create calculated field by using a field from another module.

Hi Punit,

To give the best guidance, can you clarify how you are tracking the number of employees on the account record? Are you using the stock 'Employees' field or a custom field? If you are using a custom field, what field type (e.g. text, integer, etc.) is associated with the field? The stock 'Employees' field is a text field so there is no guarantee that the value in the field will be numeric. If you are using the 'Employees' field or a custom text field, what score would you want associated if the field contains non-numeric values?

Hi Punit,

You can achieve this scoring in the Meetings module with the following calculation:

ifElse(
   not(
      greaterThan(
         related($accounts,"employees"), 500
      )
   ),
   1,
   ifElse(
      not(
         greaterThan(
            related($accounts,"employees"), 1000
         )
      ),
      2,
      ifElse(
         not(
            greaterThan(
               related($accounts,"employees"), 2000
            )
         ),
         3,
         4
      )
   )
)

Using not() with greaterThan() creates the same effect as a "less than or equal to" formula. If the employee number is greater than the number evaluated, the false condition of ifElse() evaluates the upper limit of the next scoring tier. This formula also assumes you are evaluating against the native Accounts <-> Meetings relationship and would only function if the meeting record is related to the account through the stock flex relate field. If you have a custom relationship between the 2 modules to always capture the related account, then modify the $accounts variable accordingly. 

I hope this helps!

Chris

Much appreciated there Chris. Works like a charm!  

Thank you! 

Much appreciated there Chris. Works like a charm!  

Thank you!