With the Formulas tool, you can take the information that's been added to a process through a Collect Information step and manipulate it with math.  For example, you might want to calculate the cost of a building permit based on the size of the square footage of a building, or you might want to add up multiple numbers to create a total amount.

Check out this video overview of setting up formulas (and how to use them in Payment steps):

You access the Formulas tool from the "More" section on the Edit pane of a Template.

Once you open it up, you create a name for your new formula, then add in field data and mathematical operators ( +, -, x, / ) to get the number you're looking for.  If you've already made one formula, you can use it in a second formula (nested calculations). 

You can use the following field types in formulas:

  • Number (with decimal)
  • Number (no decimal)
  • Multiple choice (number answers, or text answers with formula values assigned)
  • Values from total surveys collected in a Survey step (if there is one present in your workflow).
  • Other formulas

You're only able to use required number or multiple choice fields or fields with Default values in Formulas. if a field is marked "optional" it won't show up in the list of choices to use as terms in your formula unless you've set a Default value for it.  And you must set a default value for any field that appears in a conditional section in order to use it in a formula.  If you don't, the formula may not calculate correctly!

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