Math operation on Opportunity custom fields
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Pallavi Kothari
Merged in a post:
Please add the ability to do basic math with custom fields.
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Ken Germann
Having the ability to do basic math will make it easier for generating invoices and other calculations. Example wholesaleprice=retailprice/2. I would also like to have the ability to have date calculations where you say date=date+30 days for example.
HIGHLVL-I-6499
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John Hyla
My use case for this is to create an opportunity value based on a math operation that comes from a number submitted in a form. IE number of widgets * value = opportunity value. Seems like right now I would need to save this value to the contact first and then update the opportunity to have the value that was saved to the contact.
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Keith Besherse
John Hyla, For now you are right. Several intermediate steps required using various Custom Fields in the Contact record.
You also want the Custom Value at the account level to make this work.
https://ideas.gohighlevel.com/automations/p/update-custom-value-with-math-operation
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Pallavi Kothari
Merged in a post:
Custom Fields In opportunities should work the same as contacts for math, dates, etc
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GradeTransferer - Indigo Grady
Right now the only way I can figure out how to get a number/dollar field into an opportunity is to use the API. That's a PITA. That means I use text fields for everything in opportunities right now. Then if I need to update an opportunity value which is based on price * qty. I have to use a webhook to update a contact with the opportunity qty and price, do the math and then write them back to the opportunity.
This whole process should be stream lined to allow updating referenced opportunity's (opportunity trigger) custom fields the same as contacts. For example selecting the opportunity field in the math action
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Luis Perez
Yes, I need this!
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Ricky Chilcott
We're looking for the same use as Clifford. We also often have major 'components' of an opportunity - service cost, products, and travel that we would to automatically sum to calculate the opportunity value
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Keith Besherse
And math operations on Opportunity Custom Fields...! Core Platform RevEx Group
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Sam Marvin
Yes please
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Jacob Radcliffe
To add to this, I would like to be able to use full PEMDAS inside of a math function with custom values. So in your example: wholesaleprice= (retailprice / 2) + (shipping / 2). So sort of like how we have the and/or option it would be awesome to have the numerical operators there to chain additional math on.
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Keith3 Besherse
Jacob Radcliffe: Yes, except you don't want to pay half the shipping out of your own pocket. You probably want the formula to read: wholesaleprice= (retailprice / 2) + (shipping).