Calculated Value as Default Value on Form (List)

Overview

Calculated value supported as the default value allows a user to set a default calculation in a non-calculated column. The calculation entered will then be automatically completed when a new list item is entered.

Requirements/Dependencies

Before setting up calculated  on your ShareVision site, you will need to

• Login with ShareVision Administrator permissions 
• Have set up some lists and libraries in Site Administration
• Have developed a plan for the calculations you'd like to use on your ShareVision site 

Calculated Fields

There are an abundance of calculated field formulas that can be used on your ShareVision site - date calculations, times, averaging of numbers, counting values, and comparing contents of two different columns are just a few examples of what can be done. Calculated fields can be a powerful tool to get the most out of your site and alleviate your workload down the line.

When working with formulas it is important to know exactly what is needed. If the formula is not entered correctly, you will only be presented with an error message. The message will not tell you what the error is or how to fix it.

If you are interested in reading more about the types of calculations that can be used please check out this Microsoft Article: Calculated Field Formulas

How-to

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right-hand corner and then select Site Administration:
   
   
   
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
4. In Site Administration, in the Lists and Libraries section, search for the list you'd like to add a calculated as default value column. 
   
   
5. Select List Settings
   
6. Select Create Column under the Columns section
   
   
   
7. Enter the Column Name
   
   
   
8. Select the type of column 
   
   
9. Under Default Value, select Calculated Value
   
   
10. Enter the formula you'd like calculated in the box under Calculated Value.  In this example, the check in date will be 30 days from today and the formula to calculate this is: [Today]+30 

Staff User Guide

When staff go to add an entry, things will look as it does when there are no calculated values as default. The PagePart appears the same and staff will click the Add New Item button.

When staff create a new entry for a list that has a calculated value as default value column, the column with the calculated value will auto-fill.

Adding a new entry to the list with the calculated value created earlier, [Today]+30, the form automatically fills the date to 30 days from Today. This feature can help reduce mistakes and speed up daily logging as individual staff are not having to do any calculations themselves.

Note: When a Default Value is set as a Calculated Value, the value can be changed. For example, if the Next Check In date needs to be changed, the staff person can enter a different date.