Managing calculation definitions

The Calculations task is used to define, publish, and manage calculations.

To manage calculations, click Open Administration menu Administration menu > Solution Configuration > Calculations. Whether the menu item is displayed depends on your access permissions.

Calculation List

When you click Open Administration menu Administration menu > Solution Configuration > Calculations, a Calculation List is displayed.

From the Calculation List, you can:

  • Click a calculation. The calculation definition opens and you can view or make changes to it.
  • Click the Name column header to change the sort order of the list.
  • Select the check box next to a single calculation or multiple calculations to update numerous calculations. The bulk update options are:
    • Enable
    • Disable
    • Delete
    • Run
  • Select the check box next to a single calculation and click Run button to run a calculation for numerous objects at once. For more information, see Running a calculation as an administrator.
  • Click New Calculation to create a new calculation. For more information, see Defining a calculation.

How to save a calculation

Your work is automatically saved as you define a calculation.

How to publish a calculation

Click publish button in the workflow editor when the calculation is finished.

Each time a calculation definition is published, a new version of that calculation definition is made available.

How to discard a draft version of a calculation

To discard changes you made to a calculation, click Discard Draft. All changes since the last published version are discarded.

How to disable a calculation

To disable a calculation, select a calculation from the Calculation List. Select Disable.

How to work on a calculation as a team

When you have a calculation definition open, the URL contains the calculation's internal name. If you are working on the calculation with colleagues, you can send them the URL to share your progress. Although you can collaborate with colleagues, only one user should work on a calculation at a time.