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Good evening, May the Force be strong with you, 

I have created a Global Action where users can create a Case Record.  I have a formula field that calculates the Total Deposit based on what the values the user enters in different fields. But here comes the sadness. The Total Deposit formula field remains hidden and is only seen once the record is saved. And the user has to navigate to the Saved Record or to a list view to see the Total Deposit. Is there a way to show in Real Time the formula field. For example, Anakin launches the Create New Record screen, he happily enters amounts in the Deposit fields and as he does so, the Total Deposit  formula field displays in real time the total so far, even before saving the Record. Are such things possible in a Global Action while a record is being created? Or must we always click on the boring Save button to make things happen?

2 answers
  1. Dec 17, 2021, 5:45 AM

    Hello!

     

    If you have a formula field to calculate it, then you'll have to click on Save since formula fields don't work in real-time manner. Similarly, if there's any customization/declarative approach used for calculation, you'll have to click on Save since such calculations would need DML to happen.

     

    In case you need this to happen real-time, you might want to incorporate a lightning component somehow and then place the formula logic in there and display the results in reactive variable so that results can be seen real-time. Here's something that can be leveraged : https://recipes.lwc.dev/

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