> ## Documentation Index
> Fetch the complete documentation index at: https://support.getskara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create Calculated Fields

Calculated fields allow you to perform automatic calculations based on existing data from other fields or related modules.

To Create Calculated Fields,

* Navigate to the **Profile Icon** on the top right corner
* Click on the **Setup**
* Head Over to the **Modules** Category
* Select the Module (****Contact or Company**** )

<img src="https://mintcdn.com/salesmate/GBA7kY-QW_sIO0BB/images/Screenshot2025-11-14at12.41.23PM.png?fit=max&auto=format&n=GBA7kY-QW_sIO0BB&q=85&s=ad3c829e72c5f84442fe0fe640fb1cfb" alt="Screenshot 2025-11-14 at 12.41.23 PM.png" width="2133" height="1573" data-path="images/Screenshot2025-11-14at12.41.23PM.png" />

* Go to the **All Detail Form Fields** section
* Click on **Add New Field** to create a new custom field

<img src="https://mintcdn.com/salesmate/GBA7kY-QW_sIO0BB/images/Screenshot2025-11-14at12.45.08PM.png?fit=max&auto=format&n=GBA7kY-QW_sIO0BB&q=85&s=dd12edac0d24133ae3dc63d53cbf1b38" alt="Screenshot 2025-11-14 at 12.45.08 PM.png" width="2734" height="1620" data-path="images/Screenshot2025-11-14at12.45.08PM.png" />

OR

* Go to Customize the Module Create Form
* Click on the **Add New Field**

<img src="https://mintcdn.com/salesmate/GBA7kY-QW_sIO0BB/images/Screenshot2025-11-14at12.45.50PM.png?fit=max&auto=format&n=GBA7kY-QW_sIO0BB&q=85&s=72637bad873d7a14c725e189926a8528" alt="Screenshot 2025-11-14 at 12.45.50 PM.png" width="2738" height="1564" data-path="images/Screenshot2025-11-14at12.45.50PM.png" />

* Select the Calculated Field or search the Calculated Field with the Quick Search option

<img src="https://mintcdn.com/salesmate/GBA7kY-QW_sIO0BB/images/Screenshot2025-11-14at12.46.34PM.png?fit=max&auto=format&n=GBA7kY-QW_sIO0BB&q=85&s=1f5f35015f6649fa9f5a46708f192beb" alt="Screenshot 2025-11-14 at 12.46.34 PM.png" width="2738" height="1608" data-path="images/Screenshot2025-11-14at12.46.34PM.png" />

Provide the following details

* **Field Label:** Define the label to identify the field
* **Internal Name:** Define the internal name for API integrations
* **Section:** Select the Section under which you wish the Field to fall.
* **Help Text:** Define Help Text to provide additional information to help your teammates understand the purpose of the field
* **Calculated Field Type:** Select the field type for this field. It supports the following for the first phase:
  * Number
  * Date
* **Define Relationship:** Define the relationship between the parent and child module for this field
  * **Select Child Module:** You can choose the module associated with the module where you create this field. Please note that only the multi-lookup fields can be selected.
* **Configure Aggregation:** Choose a field to run calculations and configure the operation that will be performed.
  * **Select Field to Aggregate:** This is the field on which calculations will be based, and you can choose it from the available fields in the child module, filtered by the selected **Calculated Field Type**.
  * **Select Operation:** Select the operation to be performed on the values of the chosen field.
  * For **Number Type**, the available operations are:
    * **COUNT**: Counts all values.
    * **SUM:** Sums all values.
    * **AVERAGE:** Calculates the average of all values.
    * **MIN:** Finds the minimum value.
    * **MAX:** Finds the maximum value.
  * For **Date Type**,
    * **MIN:** Finds the minimum value.
    * **MAX:** Finds the maximum value.
  * **Calculation Mode:** Choose between real-time or Scheduled calculations.
    * **Realtime:** The field will be updated in real-time as the base values change.
    * **Scheduled:** Calculations will run at a fixed time, once every 24 hours.
  * **Set field as null when no child records are found:** If checked, the calculated field will return null instead of 0 when no matching child records are found.
* **Advanced Options:** This section is optional but allows you to filter records for efficiency.
* **Add Filter on Child Module:** If you apply a filter to the child module, calculations will only apply to records matching the condition.
* **Add Filter on Parent Module**: Similarly, you can filter the parent module, ensuring that only specific parent records are updated.

<img src="https://mintcdn.com/salesmate/UpDIs9NYacnxKxxO/setup/calculated-fields/images/mceclip2.png?fit=max&auto=format&n=UpDIs9NYacnxKxxO&q=85&s=052c9851eddfb667ba2a0b6c140bee1a" alt="mceclip2.png" width="842" height="1208" data-path="setup/calculated-fields/images/mceclip2.png" />

* Once done, click **Save** to add the calculated field.
