I followed the instructions for the commission calculator in Workflow Automations, adjusting it to my own needs, when I put in the formula used, I changed “Commission Rate” to “Revenue Split” since that is the name of the field I have (Field key = Rev_Split) but...it came back with an error titled
Unsupported Variable: [‘monetary_value’]
What is monetary_value supposed to be representing in this workflow recipe? I don’t see it mentioned anywhere else in the doc: “Example Workflow Automation: calculating commision”
The point of this automation is to make “Prep Revenue” = 50% of “Contract Price”
50% is represented by “Revenue Split”
Attached are screenshots of the error when entered as-is in the Copper Example, and the error when I changed “monetary_value” to “Contract_Price”
TIA for your help!
Best answer by Michelle from CopperView original
@Kelsea, thanks for posting! And thank you for the details and the screenshots - they’re very helpful.
I can see from your screenshots that you’re running this calculation on Projects. The article you’re referencing (Example Workflow Automation: calculating commision) is for doing the calculation on Opportunities. So we’ll need to make a couple of adjustments to make it work on Projects.
I’ll also edit that article to make it more clear it’s for Opportunities. :)
monetary_valuerepresents the default Value field for an Opportunity. Since there’s no default Value field for Projects, it looks like you’re using a custom field called “Contract Price.” So you are correct that you need to replace
monetary_valuewith Contract_ Price . BUT! since Contract Price is a custom field you need to add the prefix
cf_. So you need to be using:
Give it a try and let me know if it works!