We're using Bitrix24 to track orders for a small wholesale business, and each deal has fields for quantity, unit price and discount. The final amount is still entered manually, so whenever someone changes the quantity or applies a different discount, they have to remember to update the total as well. I'd like the CRM to calculate that amount directly from the existing fields and update it when the numbers change. Is there a way to set up that kind of calculation inside a deal card without building a separate automation?
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Custom fields are where this gets a bit more awkward. The numbers are already sitting in the card, so making someone copy the result into a fourth box is just extra work waiting to go wrong. For that setup, read about the Bitrix24 formula field here: http://roboteka24.com/fields/finance/ . It can show a calculated value directly in the deal card from the fields you choose. Just keep in mind that the result is display logic, not a stored field, so reports or other automation would need a different setup if they have to use that number later.