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Automations

Last Update 4 months ago

How to Understand the Structure of an Automation How to Edit an Automation How to Delete an Automation How to Enable or Disable an Automation How to Configure the Change Field Value Action

How to Configure the Field Value Calculation Action

Learn how to configure automations that use mathematical formulas and variables to dynamically update field values in octapipe

Support Team

Last Update 7 months ago

The “Calculate Field Value” action allows you to create rules that automatically update card fields based on mathematical operations, formulas, and dynamic variables. This feature is ideal for financial calculations, deadlines, metrics, or any custom logic within your operation.

1st Step: Accessing the Automations Module

In the lower left side menu, click “Automations” to view the list.
2nd Step: Creating a New Automation


Click “New Automation” to create a rule or select an existing automation to edit.

    3rd Step: Defining Entity and Event


    Select the “Entity” that will be monitored. Available options are:

    • Pipeline Cards: pipeline cards.
    • Database Records: database records.
    • Tasks: task-related automations.
    • Users: user-related automations.

      Then choose the “Event” that will trigger the automation:

      • Create
      • Update
      • Delete
      • Move
      • Task Completed
      • All Tasks Completed

      Each entity has its own events that can be used depending on the context.
      4th Step: Selecting the Action

      In the “Action” field, choose “Calculate Field Value”.

        5th Step: Configuring the Formula

        In the Settings section, define:

        • Field: choose which field will receive the calculated value.
        • New Value Formula: enter the mathematical formula to be applied.

        You can use operators such as + (addition), - (subtraction), * (multiplication), / (division), and () (parentheses) to structure more complex calculations, following spreadsheet logic.

        You can also insert dynamic variables represented by the (x) icon next to the field, which pull values from custom fields on the card.


        Example: {cf_initial_value} - ({cf_used_value} + {cf_admin_fee})
        6th Step: Applying Conditions (Optional)


        Add conditions to define when the calculation should be executed. Configure:

        • Field
        • Operator
        • Value

        7th Step: Saving the Automation

        After reviewing, click “Save Automation”. The rule will become active and will automatically update values whenever the configured event occurs.


        Best Practices:

        • Use clear names for custom fields to simplify formula creation.
        • Test expressions with sample records before applying in production.
        • Use parentheses to ensure correct order of operations.
        • Combine dynamic variables to create customized calculations per card or record.

        Conclusion:

        You have learned how to configure the “Calculate Field Value” action in an automation using mathematical formulas and dynamic variables to automatically update data. If you have any questions, contact our support team.

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