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Calculation Field: Auto-Calculate Totals and Values in Real Time

📄 Calculation Field: Auto-Calculate Totals and Values in Real Time
 

The Calculation Field allows you to create formulas that automatically calculate totals, differences, or custom outputs based on other numeric or table fields in your form. These are dynamic and update live as users fill out the form—ideal for estimating, budgeting, and real-time validation.

🔧 What Is a Calculation Field?

A Calculation Field performs math based on:

  • Other number fields
  • Table columns
  • Static values

You can use:

  • Addition, subtraction, multiplication, division
  • Parentheses to structure equations
  • References to other fields using their field codes

🛠 How to Add a Calculation Field

  1. Go to Step 2: Fields
  2. Click Add Field → Calculation
  3. Configure:
    • Field title (e.g., “Total Cost” or “Remaining Budget”)
    • Formula builder
    • Number formatting (currency, decimal places)

🧪 Formula Examples

Use CaseFormula
Total Labor Cost[Hours Worked] * [Hourly Rate]
Remaining Budget[Budget] - [Total Spent]
Total Material Cost (from table)SUM(MaterialsTable.Quantity * MaterialsTable.UnitCost)
Add 15% contingency[Subtotal] * 1.15

🔍 Calculation Sources

  • Other Number Fields – Must be on the same form
  • Table Columns – Use SUM() or manual calculations
  • Static Numbers – e.g., [Value] * 0.13 for tax

⚙️ Settings You Can Configure

SettingDescription
Rounding / Decimal PlacesUseful for financial or measurement calculations
Currency Symbol$ / € / £ / etc.
Field DescriptionAdd tooltip-style hints
Hidden FieldHide from users but still use in workflow calculations

🧠 Use Case Examples

ScenarioSetup
Auto-calculate T&M TotalTimeTable.Hours * TimeTable.Rate
Show Estimated Project TotalAdd material + labor totals
Track Remaining BudgetBudget - Cost to Date
Calculate Tax or OverheadSubtotal * 0.05

📌 Tips & Best Practices

  • ✅ Use short, clear field names for easier referencing
  • 🧪 Test your formulas using Preview before publishing
  • 🔒 Hide calculation fields when they’re only used behind-the-scenes
  • 🔁 Use calculation fields as input for email messages, status updates, or PDF output

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