Create a field expression to update record fields based on certain predefined criteria and reduce the need for manual updates.

To create a field expression

  1. Go to ADMIN SETUP > Product Administration > Field Expressions.
  2. Click Create New to open a New Field Expression pop-up.

  3. Enter the following details:

    FieldDescription
    NameEnter the name of the field expression
    Is ActiveTurn this button on to activate the field expression.
    Is ModifiableTurn this button on to enable editing of the field expression.
    Expression Type

    This field is populated by default with the value Field Update.

    Expression Context

    This field is populated by default with the value Record Update. 

    Source Object

    This field is populated by default with the value Line Item.

    Scope

    Select one of the following values that are displayed in the dropdown:

    • Product: to apply field expression on the product line items.
    • Product Group: to apply field expression on the product group level.
    • Header Level: to apply field expression on fields at header level.

    Based on your selection, you must select a product or product group.

  4. Click Create. A field expression is created and you are redirected to the details page.
  5. Click Expression under Filter Expression, and use the formula builder to create a formula.

    For adding an expression, you can choose from three fields: Line Item, Product, and Attribute. Select any of these fields to create an expression.


    1. Go to the Field tab and search for your desired field from the list.
    2. Click the arrow next to the field name to view and select its related child fields. The formula expression, determined by the selected object-field and/or subfield, appears on the right panel of the application.
    3. Click Insert to add it to the expression.
    4. Go to the Functions tab, select a function from the list, and click Insert to add it to the expression.
    5. Click any operator available below the expression window to add it to the expression.
    6. Continue building your expression.
    7. Click Save.
  6. In Update Object, select one of the following from the drop-down.
    • Product Attribute
    • Line Item
  7. In Update Field, select the field on which you want to apply the field expression. 
  8. Click Expression under Value Expression, and refer Step 5a to Step 5g to use the formula builder to create a formula.
  9. Click Save or click Save & Create New.