full_namewill be recalculated accordingly.
self.source_of_wealth. The operator
orthat separates the expressions, implies that only one of them has to be 'true' for the entire condition to evaluate to 'true'.
self.total _wealth, or if the field
self.source_of_wealthcontains 'other', next to for example 'employment' and 'investments', the calculated information field 'High or Suspect Wealth' evaluates as 'true'.
self.expected_revenue, that holds the expected revenue for the following year by calculating the average of the values from the three fields listed above. You can get that by writing the following formula in the condition field for
self.expected_revenue, set a number variant as the output type.
service_levelis calculated from the information
annual_income. Up to an income of 150,000 the client is offered the bronze service level. With an income between 150,000 and 500,000 the silver level is offered, gold for incomes between 500,000 and 1,000,000 and platinum for incomes of over a million.