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Create a Calculated Value

Learn how to create a calculated value in the Calculated Values tab or Rules configuration page by specifying field values and using operators like Add, Subtract, Multiply, and Divide.

  1. In the Calculated Values tab, click New or New Calculated Value.
  2. Alternatively, you can create Calculated Values on the Rules configuration page.
  3. Specify the following field values:
    • Name: Assign a name to identify this calculated value. This name will appear in Zuora Rules Engine configuration. The name must be unique across all Calculated Values in your org.

    • Object Type: Select the object this calculated value is applied to. You can create calculated values on the Quote, Rate Plan, Charge, and Feature objects.

  4. In the FORMULA section, click Add Input... and specify the following field values.
    1. Operator: Click Add to select the calculation method. Add, Subtract, Multiply, and Divide are supported.
    2. Input Type: Click and select a type. The next input fields depend on the type you select in this field.
      • Static Value: Specify a numeric constant that this calculated value always returns.

      • System Value: Select the User object first. Then select a Field on the selected object to grant access to specific users to use this calculated value.

      • Rollup Value: Select the Object and Rollup Type fields.

        • Optionally, click No Filter in the Filter field to select or create a filter.

      • You can create filters in the Filter Conditions tab prior to this step.

      • Object Field Value: Click -Select Field- to select a field on the base object you selected in the Object Type field. Click Select to choose the field.

  5. Click Save to save the calculated value and exit. Or Click Quick Save to save and stay on the page.