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Use calculations in Forms

Build totals, formulas, and calculated values from form fields.

Calculations let the form work out values automatically.

Use them for totals, subtotals, or other numeric results based on employee input.

Where calculations fit best

Calculations are useful in:

  • numeric fields that depend on other fields

  • table fields with row or column totals

  • forms where the result should be filled automatically

What calculations can use

Formulas can use:

  • arithmetic such as +, -, *, and /

  • references to other fields

  • references to table columns

Why read-only often helps

Set calculated fields to read-only when employees should not change the result.

That keeps the output consistent.

1

Open the form

Go to Settings → Forms.

Open the form you want to edit.

2

Select the result field

Open the numeric field or table column that should show the calculated value.

3

Enter the formula

Add the formula with the field references your setup supports.

Keep the formula as simple as possible.

4

Set the display options

Choose the decimal precision if needed.

Set the field to read-only if employees should not change it.

5

Save and test

Save the form.

Then test the result with realistic values and empty values.

Good setup tips

  • use clear field names

  • test with zero and empty values

  • allow editing only when manual correction is part of the process

FAQ

Can I use calculations in tables?

Yes.

Tables are a common place for calculated values.

Should calculated fields be editable?

Usually not.

Read-only keeps the result consistent.

What happens if a referenced field is empty?

That depends on the formula and field type.

Always test that case before rollout.

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