Dynamic Calculated Fields

servis.ai
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Servis.ai’s Dynamic Calculated Fields simplify data tracking by automatically applying functions like Count, Average, Max, Min, and Sum to Number, Date, and Date Time fields. This feature enhances reporting and decision-making by eliminating manual calculations and providing real-time insights.

Dynamic Calculated Fields can be used to:

  • Track emails per contact for better engagement analysis.
  • Measure time since the last customer interaction to improve follow-ups.
  • Count total calls per agent in a call center for performance tracking.
  • Monitor a nurse’s last visit to a patient using the Max function, ensuring timely follow-ups in healthcare.

Dynamic Calculated Fields turn raw data into actionable intelligence, improving workflows and supporting strategic planning for better business outcomes.

Note: The Dynamic Calculation Type can only be used with Number, Date, and Date Time Field Types.

Settings

When configuring a Dynamic Calculated Field, selecting the Dynamic Calculation Type introduces a new field labeled Functions. This dropdown menu offers three options: Count, Average, Max, Min and Sum each tailored to specific data types.

functions dcf.png

  • Count: Applicable to Number fields, this function tallies occurrences to provide a cumulative count.
  • Average: Calculates the arithmetic mean of a selected Number field, providing insight into the central tendency of the data.
  • Max and Min: Designed for Date and Date Time fields, these functions calculate time intervals.
    • Max: Determines the time elapsed since the most recent event.
    • Min: Calculates the time elapsed since the earliest event.
  • Sum: Computes the total of all values within a Number field, offering a cumulative measure of the data set.

Practical Examples:

  • Max: To monitor the duration since a customer's last interaction, select the Max function.
  • Min: To assess the time passed since the initial interaction with a customer, choose the Min function.

By appropriately selecting these functions, Dynamic Calculated Fields can effectively automate the tracking of sequential data, enhancing data analysis and decision-making processes.

Calculate Dynamic Fields

The Calculate Dynamic Fields feature allows you to create a Number-type field that automatically counts specific records and applies a sum dynamically.

How to Use Calculate Dynamic Fields

You can access this feature in any app’s Settings. In the top right corner, you’ll find the Calculate Dynamic Fields button. Let’s walk through an example to see how it works.

Lets se how it works with this use case:
Calculating How many Emails each record on the Contacts app. To do this we have to add a new field, so we go to Settings > Apps > Contacts and go to the Form Fields tab, from here we click the 'Add Field' button.

Use Case: Counting Emails per Contact

Suppose we want to track how many emails each contact has received in the Contacts App.

Step 1: Adding a New Field

  1. Go to Settings > Apps > Contacts.
  2. Navigate to the Form Fields tab.
  3. Click Add Field.
  4. Select the Number field type (since we want to count emails).
  5. Name the field "Number of Emails".
  6. Check Show Advanced Settings.
  7. Under Calculated, select Yes.
  8. Under Calculation Type, choose Dynamic.
  9. Under Functions, select Count.
  10. In the Related Fields dropdown, select Email.ID to count all emails linked to each contact.

Step 2: Displaying the Field in List View

To make the field visible:

  1. Add Number of Emails as a column in the List View of the Contacts App.
  2. Initially, the field will be empty because the calculation must be activated.

field as column.png

Step 3: Activating the Calculation

  • Go to Contacts Settings.
  • Click Calculate Dynamic Fields.
  • A new window will appear showing:
    • The name of the Dynamic Calculated Field.
    • The Last Calculated timestamp.
    • A Recalculate button for each field.

Note: When you first create a Dynamic Calculated Field, the Last Calculated column will be blank until you click Recalculate.

  • Click Recalculate to process the data. Once done, return to the Contacts App to see the updated count.

number of emails recalculated.png

When to Use the Recalculate Button?

The system automatically updates the field for new emails, but you need to manually Recalculate in these cases:

  • When importing new data (e.g., new emails).
  • When creating new Dynamic Calculated Fields.

Other than that, the field will continue to update on its own.

With this feature, tracking dynamic data in your app is simple and efficient!

 

 

 

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