Auto field calculation gives you the ability to compute a document's field value based on a formula that may reference other fields on the document.

*This feature requires Business, Business+, and Teams.*

Go to your document templates in the Templates tab, open a document template you created, select a text, date, or checkbox field and click the calculator icon from the field toolbar.

Once you click the calculator icon for a field, a formula box will appear and all the fields on the document will have a red field label that can be referenced.

In the screenshot above the fields that can be used in the formula for T3 can be T1 and T2.

The formulas available are very similar to excel. For example:

=SUM(T1, T2)

will return $300.

=SUM(T1, 30)

will return $230

=T1/T2

will return $2

Mathematical OperatorsPerforms math functions. Operator can be +, -, / or *

Syntax:

= [field 1] OPERATOR [field 2]

Example:

=T1*30

Average

Averages all fields provided in function

Syntax;

=AVERAGE([field 1], [field 2], ...)

Example:

=AVERAGE(T1, T2, T3)

Concatenate

Concatenate a list of strings together

Syntax;

=CONCATENATE([field 1], [field 2], ...)

=[value]&[value]

Example:

=CONCATENATE(T1, T2, T3)

=T1&T3

Conditionals

Conditionals are >=, <=, =, ==, >, <

Example:

=IF(T1 > 10, 50, 100)

If

Evaluates to true|false

Syntax:

=IF([condition],[true condition]) or

=IF([condition],[true condition], [false condition])

Example:

=IF(T1 > 10, 50, 100)

Sum

Sums all fields provided in function

Syntax;

=SUM([field 1], [field 2], ...)

Example:

=SUM(T1, T2, T3)

Min

Finds the minimum value for all provided fields

Syntax:

=MIN([field 1], [field 2], ...)

Example:

=MIN(T1, T2, T3)

Max

Finds the maximum value for all provided fields

Syntax:

=MAX([field 1], [field 2], ...)

Example:

=MAX(T1, T2, T3)

Format

Formats a numerical value

Syntax:

=FORMAT([number or formula], "[format]")

Example

=FORMAT(T1+T2, "#,###.00")

Textify

Converts numbers into words. Can provide a boolean to indicate words should always be represented as currency. The default is to treat the value as a number and if one or more inputs are currency to represent the number as currency.

Syntax:

=TEXTIFY([number or formula])

=TEXTIFY([number or formula],[as currency])

Example:

=TEXTIFY(T1+T2, true)

To keep the user experience simple, once a document is in a loop, the formula cannot be modified.

Formulas can only be modified from the template editor in the Templates tab.

Calculated fields cannot be overridden.

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