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.
Once you've set up a formula, you can use it in Payment steps, add it to instructions, and also build formulas using other formulas.
You access the Formulas tool from the Power-Ups section on the Edit pane of a Workflow.
Once you open it up, you create a name for your new formula, then select which fields you want to use on the right side. You can just click the field if you see it, or search for it. Then use 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!