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Form Calculations

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Form Calculations

Docsvault offers following methods that can be used to handle simple calculations within your form.

 

Calculations using Numeric Fields

 

Calculations using Formula Table Control

 

 

Calculations using Numeric Fields

 

Docsvault eForms provide the ability to perform basic calculations in 'number' & 'date' fields such as 'number1 x number2' or add values entered in 'number1' (days) to the current 'date' field. These self calculating fields are handy where you might need to compute a value based on what users select or enter on your form.

 

Calculating using numeric fields

 

In Designer tab, click on the Number field from the 'Standard' section in the left panel. Let's take an example of adding 2 numeric fields and name them First Number and Second Number.

Next, add a third Number Field which will handle the calculation. For this example, let's name it Total.

Select Total field and in its Properties, click Edit Formula button.

formulaTable05

 

 

 

Add Formula dialog will appear. The top rows displays numeric, parentheses and arithmetic operators.

Fields on the left side displays all the columns which can be used in the calculation

Position the cursor in the Formula section to enter the formula. Click on the left and top menu in following order
First Number + Second Number

Your calculation is all set. Remember to save your form settings.

 

Calculating using numeric & date fields

 

Let's take an example of adding number of days to a date field.

In Designer tab, click on the Number & Date fields from the left panel and name them Extended Period and Due Date.

In the Properties of the Date field, click on Edit Formula button.

Add numeric field Extended Period in the formula section. This will add the number of days entered in this field to the current date.

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Calculations using Formula Table Control

 

Formula Table control allows you to use self-calculating columns, perfect for purchase orders, invoices, mark sheets, sales reports or any other form where you need to calculate a value using simple arithmetic operators: Addition (+), Subtraction (-), Multiplication (x) and Division (/).

 

You can set formula in the table columns, set visibility of the control, predefine number of rows or allow end users to dynamically add rows.

 

Formula Table fields can store static values and formulas. As an example we'll create a sales invoice form that calculates totals, but the steps are generally the same regardless of your calculating task. Only the values and formulas will change.

 

The first step of creating a calculating form is to determine the values you need to store and how the form will evaluate those values mathematically. For instance, you want to use a form to calculate the total purchase price of items with discount and tax if applicable. In that case, you might need the following information:

 

The quantity purchased

The product rate

Discount and tax, if applicable

 

This information will vary from task to task.  

 

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Designing the form using a formula table

 

In Designer tab, click on the Formula Table field from the 'Add Fields' section in the left panel. A sales invoice table with line items is created by default.

formulaTable01

 

In Properties panel, you can enter the label, show/hide the table, number of rows, allow user to add rows, etc.

In Columns section, you can add multiple columns by clicking on the Add button and set the width in percentage. A column in a Formula Table stores several types of data: text, numbers, symbols and dates.

  In our example, you might need columns to store three input values i.e Items, Qty, Rate and formulas as follow:

 

Items

Qty

Rate

Amount

 

 

 

Qty * Rate

 

 

 

Qty * Rate

 

 

 

Qty * Rate

 

∑Qty

 

 

 

 

Gross Total:

∑Amount

 

 

Discount:

 

 

 

Tax:

 

 

 

Total:

(Gross Total - Discount)+
((Gross Total - Discount)* Tax/100)

 

Formula for the columns can be entered by clicking (fx) function symbol.

formulaTable02

In Add Formula dialog, the top rows display numeric, parentheses and arithmetic operators.

Fields on the left side displays all the columns which can be used in calculation

Position the cursor in the Formula section to enter the formula. To erase any text, click the backspace symbol from the top panel.

Enable 'Show total in separate row', If you wish to total the column and display it as separate row. For example, total of Qty column.

 

In Summary section, select the checkbox next to the fields to display it in the table.

Click Save button to save the settings. You can test your formulas in the Preview mode. Simply enter values and watch how the calculation form fields update.

 
  You're now ready to use the form.  All the columns or fields with formula would be displayed as disabled in grey color.

 

Formula Table can also be used to collect data, especially when number or data rows is not fixed. Here is an example of Employee List:

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                         Example: Employee List Form

 

 

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                         Form design to collect data in tabular format