This feature is current released in beta. If you would like to access this feature in your Environment and help provide feedback, contact your CSM.

When you create a calculation expression in one Workflow, it's possible that that the logic that you want to use for your calculation is based on data that is collected with Records in another Workflow. Cross-Workflow calculations let you build complex calculation expressions with Fields from other Workflows.

After creating your Calculation Field, enter your Calculation Expression using the %f operators. Then, click into the Field Input options to select your Workflow (either your current Workflow or a directly linked Workflow) and choose a Field.

When you select a Field from a linked Workflow, you will be also asked to select an Operation. Operations help you set how you want your data aggregated on your Record if a Record on your current Workflow has many linked Records in your selected Workflow.

You have the option to use:


1. Newest: The most recent Field value from all the Records in the linked Workflow

2. Oldest: The oldest Field value from all the Records in the linked Workflow

3. Sum: The sum of all the Field values from all the Records in the linked Workflow

4. Average: The average of all the Field values from all the Records in the linked Workflow

For more information on calculations, visit Creating Advanced Calculations.

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