When a calculation has been added to a Case Field, it can be modified or deleted as needed.
NOTE: Your firm must have NeosAI Platinum to manage Calculated Fields. You must have at least Enabled permissions to Directories > User Mini Directories to access User Defined Case Fields.
Calculated Case Fields
The calculation for a Case Field is visible from the Dynamic Layout Editor.
Fields within the Dynamic Layout that have calculations will display read-only and cannot be modified.
When a Case Field calculation has been triggered, the change will be present in the Activity Feed for the Case.
Advanced Search reports can be created for calculated fields in Dynamic Layouts.
Calculated Fields will not be present when bulk editing Dynamic Layouts; only editable fields will be available.
To make Calculated Case Fields editable, the calculation must be deleted from the Edit Calculation workflow.
NOTE: Case Fields that contain a calculation cannot be deleted until the calculation is deleted.
Edit Calculation
To edit a calculation:
Navigate to Settings > Case Fields and select Edit Calculation.
Make necessary changes and click Save.
The modified calculation will also modify all locations where the Case Field is used within a Dynamic Layout.
Delete Calculation
To delete a calculation:
Navigate to Settings > Case Fields and select Edit Calculation.
Click the Delete Calculation button.
Confirm your intention on the Delete Calculation warning message.
When Save Results & Delete is clicked, the calculation will be deleted and removed from the Case Field. The data in the Dynamic Layout where the Case Field is used will remain, but will revert to a manual field, allowing edits to be made with Modify permissions.
