Can I use a scheduler to recalculate calculated fields within a module for all records

Hi 

(Many thanks in advance)

We have alot of calculated fields withingour RLI module, because we import data against the RLIs the recalculations don't always update, we solve this by opening the RLI record and editing/saving to force the calculated fields to refresh. 

Is it possible to do this using a scheduler? IS this something we need our sugar provider to do? 

Many thanks

Jay

Parents
  • Hi  ,

    Our Upsert Calculated Fields plugin accomplishes this use case and more! With the plugin:

    • You choose which records to update (e.g. you may not want calculations to be performed on RLIs that are closed won / lost)
    • You can see an exhaustive list of all fields using SugarLogic within a module via our Module Field Report feature:
    • Our newest feature with the plugin includes a suite of new SugarLogic formulas in the following 3 categories:
      • More performant versions of all the SugarLogic formulas that reference related module data (e.g. count, countConditional, rollupSum, etc.)
      • Formulas that address feature gaps in current available SugarLogic formulas (lesserThan to compliment greaterThan, minRelatedDate to compliment maxRelatedDate, etc.)
      • Formulas we have built and found useful when working with other clients (isUpdated to validate whether another field has been changed on the form, isCurrentUserAdmin to govern experiences for regular vs admin users, etc.)

    Please reach out via our site if you would like a demo of the plugin!

    Chris

Reply
  • Hi  ,

    Our Upsert Calculated Fields plugin accomplishes this use case and more! With the plugin:

    • You choose which records to update (e.g. you may not want calculations to be performed on RLIs that are closed won / lost)
    • You can see an exhaustive list of all fields using SugarLogic within a module via our Module Field Report feature:
    • Our newest feature with the plugin includes a suite of new SugarLogic formulas in the following 3 categories:
      • More performant versions of all the SugarLogic formulas that reference related module data (e.g. count, countConditional, rollupSum, etc.)
      • Formulas that address feature gaps in current available SugarLogic formulas (lesserThan to compliment greaterThan, minRelatedDate to compliment maxRelatedDate, etc.)
      • Formulas we have built and found useful when working with other clients (isUpdated to validate whether another field has been changed on the form, isCurrentUserAdmin to govern experiences for regular vs admin users, etc.)

    Please reach out via our site if you would like a demo of the plugin!

    Chris

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