Creating a Calculation Type (2.1)

As the first step of this workshop, you need to create a Group + Condition calculation type:

  1. Go to Calculation Types.

  2. Click New. The New Calculation Type window pops up.

  3. Select a Group + Condition record type.

  4. Complete the form as follows:

    • Calculation Type Name: Client Based

    • External ID: ClientBased

    • Calculation Method: Decrease Price

    • Unit of Measure: Percent

    • Condition Fields Update Type: Real-Time

    • Condition Fields List: orders__OrderId__r.orders__AccountId__r.Name

      It is the API name of the field that will be used for discount calculation. You can leave this field empty, as the system will automatically update it with values from the Condition Group records created for this calculation type.

      The current user must have access to all the fields listed in the Conditions Fields List.
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  5. Click Save.

The setup is complete.

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