Recalculating Calculated Fields

When scheduling recalculations for an application, those recalculations impact all records in the application, including records currently opened (locked) for editing. When scheduling recalculations for a sub-form, those recalculations impact all records in the sub-form across all applications in which the sub-form is embedded. If an application contains both a sub-form and a calculated field whose value is dependent on a field within the sub-form, records in the application also recalculate when sub-form-level records recalculate. This condition is only true, however, for application records in which a user has made at least 1 entry in the embedded sub-form.

In addition to a scheduled recalculation, you can also run an on-demand recalculation. Both types of recalculation are available per level of application.

Schedule a recalculation of a calculated field

Configure a batch recalculation schedule for an application or sub-form using the Recalculation Schedule function. Using the recalculation schedule option ensures that date-based information is kept current. If your application is leveled, it is possible to schedule a recalculation for each level within your application.

1. From the menu, click > Application Builder > Applications.
2. Select the application, questionnaire, or sub-form to run calculations in.
3. If the application is leveled, in the Layouts menu, select the data level to recalculate.
4. Go to the Calculations tab.
5. In the Recalculation Schedule section, select Enable a recalculation schedule.

Note: If your application or sub-form does not contain at least 1 calculated field that uses the TODAY or NOW functions, you cannot access the Recalculation Schedule dialog box. Scheduled recalculations are necessary only if you need to evaluate content within the context of the passage of time.

6. In the Interval field, enter the frequency, in days, for how often you want to run a recalculation. For example, if you entered "7", the application recalculates every seven days.

7. In the Begin Time field, enter the time of day that you want to run the recalculation.

8. In the Time Zone field, select the time zone to reference for determining the Begin Time value.

9. Click to save your changes.

Run an on-demand recalculation

You can run an on-demand recalculation, in addition to scheduling a recalculation. When viewing a record of an application of which you are the assigned owner or an administrator, you can recalculate all calculated fields within the records.

Important: All calculated fields in all records within the application, level (for leveled applications), or sub-form will be recalculated, even fields that have been selected with the As Needed option at the field level. This may impact system performance.

1. From the menu, click > Application Builder > Applications.
2. Select the application, questionnaire, or sub-form to run calculations in.
3. If the application is leveled, in the Layouts menu, select the data level to recalculate.
4. Go to the Calculations tab.
5. In the On-Demand Recalculation section, click Launch Full Recalculation.
6. Review the warning and click Recalculate to confirm the recalculation.