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Add Formula Fields

The following steps illustrate an example of experimenting with a new pricing model. This example creates a new field called 5% price increase that adds five percent to the Amount field of an Opportunity object.

  1. In Conga Grid℠ Explorer, select an object from the list. For this example, click Opportunity.
  2. Click the drop-down arrow next to Configure and click Formulas.
  3. In the Saved Formulas window, click New.
  4. Enter a Formula Label, which is the name of the new field header.
  5. Click Format As and select an option:
    • No Formatting
    • Currency
    • Date
    • DateTime
    • Decimal
    • Number
    • Time
  6. Click Functions and select a mathematical function or logical operator to apply. The 5% price increase example uses Number > Multiply. (See Formula Functions for definitions of each option.)
    Click the ellipses to enter or select a value.
  7. Click Fields and select a field on which to apply the formula function. 
  8. Click the ellipses area and enter a value.
  9. Click Apply. The new field appears at the end of the grid. You can drag the formula field next to the original field for comparison.
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