Why do some MDA objects allow for Create Formula option while other objects only have preset options when trying to add a Calculated Field?

  • 1
  • Question
  • Updated 1 year ago
  • Answered
I am trying to create a calculated field in the 'Email Logs' object in MDA. When I select 'Add Field' and choose the 'Data Type' = 'Number', it only lets me choose two fields as options for that calculation. 

However, when I am in the Monthly Aggregation object in MDA and select the same options, a blue "Create Formula" bar pops up that allows me to choose which fields from that object I want to use for the Calculated Field.

Is there a reason for this limitation on one object and not another? I couldn't find a pattern that indicated why this one object at that ability.
Photo of Manmeet Dosanjh

Manmeet Dosanjh, Champion

  • 3,932 Points 3k badge 2x thumb
  • Unsure

Posted 1 year ago

  • 1
Photo of Denise Stokowski

Denise Stokowski, Official Rep

  • 12,290 Points 10k badge 2x thumb
Manmeet - Email logs is actually a Gainsight system object so does have some restrictions on what fields you can add.  You can add these to your Monthly Aggregation object since it is your own custom object.  With that said, we are looking at adding flexibility to some of these kind of objects.  

If this is more pressing for you, you do have the option to "copy" using Rules the data in your Email Logs to a custom object in MDA (you can set up the object using Data Management and then use rules to populate it).  Using this, you would then have ability to Create Formula as you see on other custom objects.
Photo of Manmeet Dosanjh

Manmeet Dosanjh, Champion

  • 3,932 Points 3k badge 2x thumb
Thank you for that explanation! That makes sense, I wasn't sure since I wasn't here when Gainsight was first onboarded and the MDA set up.

I was wondering then, if you could help me with the use case. I am just trying to get a field into that Email Logs object that will count the "Unopened" emails from Outreach. I figured since I have the "Sent" and the "Opened", I could at least get a rough estimate by doing a calculated field of ('Sent' - 'Opened'). 

Would this be better accomplished using the Rules Engine and building a calculated field that is then loaded to the Email Logs object? I have looked over the Calculated Fields documentation on the support page and wasn't completely sure how to set it up so that it sums 'Unopened' emails. 
(Edited)
Photo of Manmeet Dosanjh

Manmeet Dosanjh, Champion

  • 3,932 Points 3k badge 2x thumb
To add on to this, would this also be the reason why a created field in the "Email Logs" MDA object would not show up in the Rules Engine - 'Permissions - Rule Load Actions' under the "Available Fields" section? 

If I could get this new custom field (from the Email Logs MDA) in here, I could push a rule I have created that would load my custom calculated field (from the Rules Engine) into the Email Logs MDA. 
Photo of Jitin Mehndiratta

Jitin Mehndiratta, Product Manager

  • 3,254 Points 3k badge 2x thumb
Hi Manmeet,

You can use the "Expression" in Transformation task of a Bionic rule to calculate "unopened emails" (sent - opened) and then load into a field of an MDA object. You do not need to create a calculated field in the source.

Regards,
Jitin