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Friday, December 9

Business Rules Vs Rollup Fields Vs Calculated Fields

Feature
Trigger
Execution
Client / Server
Functions
Scope
Conditions
Fields
Business Rules
OnLoad
Synchrounous / Real Time
Client: Specific Forms/ All Forms/
Show Error Message
Entity / All Forms / Specific Forms
And / OR, not a mixure
All Fields on the form body
On Change
Execution order:
Server
Set Field


First: System Java Scripts

Set Business Required


Then: Custom Java script  

Set Visibility


Finally:Business Rules

Set Default Value




Lock / Unlock Field

Rollup Fields
On Save / Every 1-12 hours / When User Presses Rollup Refresh Button
Asynchronous / Every 1-12 hours
Server
SUM / MAX / MIN / COUNT / AVG
Related Entity / Parent Child Relationship Upto 1 Level Deep
And / OR, not mixure
Whole Number
Rollups are calculated by scheduled system jobs Settings > System Jobs > View > Recurring System Jobs. System Job type: Mass Calculate Rollup Field or Calculate Rollup Field
Decimal

Currency

Date
Calculated Fields
OnSave
Synchronous
Server
ADDHOURS, 
Entity/ Parent Child Relationship Upto1 Level Deep
AND or OR , Not a mix of both
Single line of text
ADDDAYS,
Option Set
ADDWEEKS,
Two Options
ADDMONTHS,
Whole Number
ADDYEARS,
 Decimal Number
SUBTRACTHOURS,
Currency
SUBTRACTDAYS,
Date and Time
SUBTRACTWEEKS, 

SUBTRACTMONTHS,

SUBTRACTYEARS,

DIFFINDAYS, 

DIFFINHOURS,

DIFFINMINUTES,

DIFFINMONTHS,

DIFFINWEEKS,

DIFFINYEARS,

CONCAT,

TRIMLEFT, and TRIMRIGHT.