Is it possible to automate the deal value to be the sum of two custom fields?

Steve Robinson_992
Steve Robinson_992 Member Posts: 6
5 Up Votes First Comment
edited April 24 in Workflow Automation #1

Most new client engagements for us are an upfront (one-time) value, coupled with a monthly recurring value. 

This doesn't fit with the subscriptions feature, so I wanted to create two custom fields on the deal record, one for upfront/one-time value and one for recurring value and then use an automation to set the total deal value based on the upfront/one-time plus the recurring value times our average client lifetime. 

[Deal Value] = [Upfront Value] + ( [Recurring Value] * XX )
where XX is the average lifetime of a client in months

However, it's not possible to put anything other than a number into the value field in an automation. 

Is simple math and the ability to use square brackets in numeric/currency fields coming possible and I'm missing something? Is this a planned feature?

And while we're at it, is there a better way to accomplish what I'm trying to do?


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