Math Operation Action in Enrollio: Efficient Workflow Calculations

The Math Operation action in Enrollio allows you to perform calculations based on values in a specific field and automatically update fields with the result. This powerful tool can handle numeric, monetary, and date fields, as well as custom values, providing flexibility to automate complex processes within your workflows.

1. How the Math Operation Action Works

   Numeric / Monetary Field Types

   1. Select Field: Choose any numeric or monetary field as the input.
   2. Operations: Navigate to the Operations dropdown and select the applicable operation: add, subtract, multiply, or divide.
   3. Update Field: Choose a field to update with the result. This field can be the same as the input field or a different one, but it must be of the same type (numeric/monetary).
   4. Save Action: Enter the specific value for the operation and click Save to apply the action.

Date Field Type

1. Select Field: Choose a date field or use the current date.
2. Operations: Add or subtract days, months, or years from the selected date field.
3. Update Field: Select a date field to update with the new value.
4. Save Action: Confirm the operation and click Save.

Note: If the output value is negative, it will be replaced with zero to maintain data accuracy.

Custom Values and Trigger-Based Operations

In addition to standard fields, you can now select and update custom values in the Math Operation action. Custom values can also be derived from triggers, adding more dynamic functionality to your workflows.

How to Use Custom Values in Math Operations

1. Select Field: Choose from any numeric, monetary, date, or custom value field.
2. Operations: Select the operation you wish to perform (add, subtract, etc.).
3. Update Field: In the Update Field dropdown, you can now update either a standard field or a custom value. This flexibility allows you to update workflow data in real-time.
4. Save Action: Complete the setup by clicking Save.

Use Cases for Math Operation Action

Here are several practical applications for using the Math Operation action:

1. Countdown for Limited Offers: Automatically adjust the remaining quantity for limited-time offers by updating a custom value as each item is claimed.

2. Waitlist Management: For events or programs with limited spots, track the remaining availability by updating a custom value based on how many people join the waitlist.

3. Event Ticketing: When selling event tickets, you can use the Math Operation to automatically reduce the available ticket count with each purchase.

4. Realtor Commissions and Sales Calculations: Use the Math Operation action to calculate commission percentages or adjust opportunity values based on growth rates or other custom metrics.

5. Sales Funnel Progress: Track sales funnel progress or project milestones by automatically updating a custom value representing the percentage completed, providing real-time insights into your workflow’s status.

Key Points to Remember

• Only numeric, monetary, date, and custom value fields are supported for Math Operations.
• The Select Field and Update Field must be of the same type.
• If the output value from a calculation is negative, it will automatically be replaced with zero.

The Math Operation action in Enrollio provides a flexible and efficient way to handle automated calculations within your workflows. Whether you're managing countdowns, ticket availability, or sales calculations, the ability to update both standard and custom fields allows for dynamic, real-time data adjustments.

For any questions or additional help, feel free to reach out to our support team.