SaaSquatch Help Center

User-created calculated fields can be edited at any time.

User-created calculated fields can be edited at any time. For all types of calculated fields, you are able to edit:

  • Event used to calculate the field
  • Event field (if applicable)
  • Tracking window
  • Filters, including active period

You are not able to edit the:

  • Calculated field key
  • Calculation type

If your field uses a sum or count calculation, then we recommend requesting a recalculation when you make your edits. For calculated fields that use another type of calculation, recalculation isn’t possible and the below should be taken into account.

If Then Example
Field does not have a tracking window or the tracking window has been removed
  • The old field value will be retained and act as the starting point for the new calculation
  • The new calculation will be used moving forward
The field currently sums the revenue on userPurchase events. When you update it to sum revenue on purchase events instead, the existing value on a participant’s profile will be unchanged. The next time we receive a purchase event for them, the revenue amount is added to the existing value.
Field has an existing tracking window but the window is unchanged
Field has an tracking window that is being added to
  • The old field value will be retained only until new events come in. It will be wiped when the next matching event comes in
  • The new configuration will be used moving forward
  • Request a recalculation if you want to take historical data into account with the new configuration

The field counts the number of purchases a participant makes. If you add a tracking window for a month, then when the next purchase event comes in, the existing value on the participant’s profile is wiped.

A participant who made 5 purchases would have a value of 5 prior to your edits. The next time this participant makes a purchase, the old value is wiped and the field value is set to 1.

Field has an existing tracking window that is being edited
  • When editing an existing window on a calculation field, be sure to recalculate.
  • Editing without recalculation can have adverse effects on the participants field value and it is best to recalculate.

N/A

Field has an existing sliding window and the maximum calculation value is changed
  • The new configuration will be applied to participants’ historical data when the next matching event comes in
  • Request a recalculation to update the field value without waiting for new events
The windowed field currently counts the number of purchases a participant has made, to a maximum value of 10. When the max changes to 5 and a new purchase event comes in for that participant, the maximum of 5 will be retroactively applied to the data within the window.

Note: The value of a windowed calculated field can’t be manually overwritten via API. You will receive an error message if you send us data that would overwrite an existing value.

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