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.

• 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
  Timefields, 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.

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.

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!

Changing a Field’s Type

In Servis.ai, once a field is created, its type (e.g., text, number, date, boolean) cannot be modified directly.
This limitation helps ensure data consistency and prevents errors that could arise from incompatible data formats.

If you need to change the type of an existing field, you’ll need to follow these steps:

• Create a New Field: Go
  to the Form
  Fields tab on your App’s Settings and create a new field with the desired type (for example,
  switching from a text field to a number field).
• Deactivate the Old
  Field: Once the transition is complete, you can choose to delete the original field or simply hide
  it from views to avoid confusion.