Auto Field Calculation In Documents

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.

Note: this feature requires Business+ or Teams.

• Accessing this feature
• Formulas

Accessing this feature

Step 1: Navigate to the document template section of your admin profile

Note: field calculations cannot be added to documents that already exist in a loop

Step 2: Open the document to which you would like to apply field calculations

Click on a document name to open the document. You may only apply calculations to unlocked documents or master versions. There are many documents on which you could apply field calculations. Some of the most common include:

• Estimated Net Sheets
• Commission Disbursements
• Purchase Contracts
• Input Sheets

Step 3: Select the interactive field onto which you would like to apply the field calculation

This interactive field is where the total of the calculation will calculate

Step 4: Select the field calculation option from the toolbar

This will open a new window that will allow you to type in the field calculation

Step 5: Type out the formula

If you are adding more than one formula, make sure that you save often to avoid losing any progress. See a list of formulas here.

Field Calculation Pro Tips

• Formulas can only be modified from the document editor in the document templates section and cannot be overridden when a document is in a loop.
• Always close your parenthesis – this the most common cause of the Unable to Parse Formula error.
• Remember – field calculations are similar to Excel, but not exactly the same o Sum(A1:A10) will not read in dotloop document editor, it will have to be written out as Sum(t1+t2+t3…)
  • Only interactive fields with field calculations can be forced to have the “$#,###,###.00” format – there is not currently an equivalent to the currency format available in Excel

Feeling overwhelmed? We have field calculation specialists on our document creation team that can assist you. Contact your Success Manager to find out more.

Formulas

Dotloop offers a variety of field calculation formulas that are formatted similar to Microsoft Excel. While there are many shared capabilities, it is important to keep in mind that the dotloop Document Editor is different.

Simple Math

Simple math functions are formulas using operators such as +, -, /, *, ^

• Syntax:
  • =([field 1][operator][field 2])
  • =SUM([field 1],[field 2], [field 3],…)

Averages

Averages the totals of all fields provided in a formula

• Syntax:
  • =AVERAGE([field 1], [field 2], [field 3], …)

Conditional If Statements

Evaluates true/false statements. Can be applied to check boxes and text fields.

Note: while dotloop document editor can produce multiple if statement equations, it is not as robust as Excel when it comes to deciphering them. Therefore, you will need to pay extra attention to your closing parenthesis to make sure that the formula is closed properly. Additionally, if and if statements will not read written as such.

• Syntax:
  • =IF([condition], [true condition], [false condition])
  • If this is true, then this should happen, then this should happen if this is not true
  • True and false are used to mark whether or not a check box is selected
  • Quotation marks are used to indicate what should read in a text box
  • If the conditions are based on a formula, you can add parenthesis around the equation to keep it separate from the rest of the formula, but it does not need any special indication
• Conditional based on whether a check box is selected or not
  • =if(c1=true, “Noon”, “Midnight”)

Minimum and Maximum Statements

Finds the minimum or maximum value for all provided fields

• Syntax:
  • =MIN([field 1], [field 2], [field 3],…)
  • =MAX([field 1], [field 2], [field 3],…)

Format

This is in addition to any of the equations above that will format a numerical value. 

• Syntax:
  • =FORMAT([formula], “[format]”)

Note: Format can only be used on interactive fields that have a field calculation applied to them. This will not work like the currency format on Microsoft Excel where it forces the alignment of and number to have a dollar sign and or the decimal places.

Textify

Converts numbers into words

• Syntax:
  • =TEXTIFY([text fields or formula])

Rounding Totals

There are a few different equations that can be used to round the answer of a field calculation. These can be added to one specific field, or around the formula for a total.

Ceiling

• Syntax:
  • =CEILING([field/formula], [whole number])

Roundup

• Syntax:
  • =ROUNDUP([field/formula], [decimal place])

Rounddown

• Syntax:
  • =ROUNDDOWN([field/formula], [decimal place])

More Field Calculation Information

Feeling overwhelmed? We have field calculation specialists on our dotloop PRO team. Click here for more information on the services included with dotloop PRO.