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Math Calculations in Forms/Surveys

Create Math Calculations in Forms & Surveys | GHL Customer Care

1 min read300 words4 explained imagesUpdated Thu, 5 Feb at 6:56 AM
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  1. What’s New?
  2. Fields supported right now:
  3. Editing formulas with the cursor
  4. How It Works?
  5. Why This Feature?
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We are excited to introduce the new Math calculations feature in forms and surveys, allowing users to add custom fields and set up a Calculator based on the fields in the form or survey.

The Score Editor supports inline cursor edits and Arrow/Home/End navigation for quicker changes. See Inline Cursor Editing (Score Editor) for details.

TABLE OF CONTENTS

What’s New?

  • Custom Field - Score:Users can now add a custom field to calculate scores based on their inputs.
  • Calculator: Set up math calculation logic using numerical and monetary fields within forms and surveys using the brand new calculator
  • Real-time Calculation:Scores are calculated in real-time during form or survey preview.
  • Support of Score in conditional logic: Setup logics and workflows based on scores to redirect to url, disqualify, show/hide fields.

Fields supported right now:

  • Numerical type fields
  • Monetary type fields.

Editing formulas with the cursor

You can place the cursor anywhere in the expression to edit inline. Arrow keys move one character at a time; Home jumps to the start and End jumps to the end. Edits apply exactly at the cursor—no need to clear the entire formula.

Editing formulas with the cursor (image 1 of 4) What this shows The Score Editor supports inline cursor edits and Arrow/Home/End navigation for quicker changes. What this shows Illustrates the "Editing formulas with the cursor" section of "Math Calculations in Forms/Surveys". This screenshot appears in the "Editing formulas with the cursor" section of "Math Calculations in Forms/Surveys". The text alongside this image reads: The Score Editor supports inline cursor edits and Arrow/Home/End navigation for quicker changes. See I nline Cursor Editing (Score Editor) for details. This part of the guide covers 2 fields, listed below. Image 1 of 4 What this coversThe Score Editor supports inline cursor edits and Arrow/Home/End navigation for quicker changes. See I nline Cursor Editing (Score Editor) for details.
Fields in this part of the guide Fields supported right now:Numerical type fields
Buttons and menus referenced inline cursor editsArrow/Home/EndInline Cursor Editing (Score Editor)TABLE OF CONTENTSEditing formulas with the cursorHomeEnd
All 3 steps in this procedure
  1. What’s New?
  2. How It Works?
  3. Why This Feature?

How It Works?

  • Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add.
    Step 1 of 3: Adding Custom Field: Navigate to the form or survey builder, drag and… What this shows Step 1 of 3: Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. What this shows Shows what this covers for step 1 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". This screenshot accompanies step 1 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". At this point in the walkthrough you adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. This part of the guide covers 2 fields, listed below. The next step is to setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. Step 1 of 3Image 2 of 4 What this coversAdding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add.
    Fields in this part of the guide Fields supported right now:Numerical type fields
    Buttons and menus referenced inline cursor editsArrow/Home/EndInline Cursor Editing (Score Editor)TABLE OF CONTENTSEditing formulas with the cursorHomeEnd
    Next stepSetting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    All 3 steps in this procedure
    1. Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. this image
    2. Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    3. Previewing: Use the preview mode to see real-time calculations as data is entered.
    Step 1 of 3: Adding Custom Field: Navigate to the form or survey builder, drag and… What this shows Step 1 of 3: Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. What this shows Shows what this covers for step 1 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". This screenshot accompanies step 1 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". At this point in the walkthrough you adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. This part of the guide covers 2 fields, listed below. The next step is to setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. Step 1 of 3Image 3 of 4 What this coversAdding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add.
    Fields in this part of the guide Fields supported right now:Numerical type fields
    Buttons and menus referenced inline cursor editsArrow/Home/EndInline Cursor Editing (Score Editor)TABLE OF CONTENTSEditing formulas with the cursorHomeEnd
    Next stepSetting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    All 3 steps in this procedure
    1. Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. this image
    2. Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    3. Previewing: Use the preview mode to see real-time calculations as data is entered.
  • Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    Step 2 of 3: Setting Up Calculations: Define your calculation logic by selecting… What this shows Step 2 of 3: Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. What this shows Shows what this covers for step 2 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". This screenshot accompanies step 2 of 3 in the "How It Works?" section of "Math Calculations in Forms/Surveys". At this point in the walkthrough you setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. This part of the guide covers 2 fields, listed below. The next step is to previewing: Use the preview mode to see real-time calculations as data is entered. Step 2 of 3Image 4 of 4 What this coversSetting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules.
    Fields in this part of the guide Fields supported right now:Numerical type fields
    Buttons and menus referenced inline cursor editsArrow/Home/EndInline Cursor Editing (Score Editor)TABLE OF CONTENTSEditing formulas with the cursorHomeEnd
    Next stepPreviewing: Use the preview mode to see real-time calculations as data is entered.
    All 3 steps in this procedure
    1. Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add.
    2. Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. this image
    3. Previewing: Use the preview mode to see real-time calculations as data is entered.
  • Previewing: Use the preview mode to see real-time calculations as data is entered.

Why This Feature? 

This feature is designed to provide more advanced capabilities for users who need to perform calculations within their forms and surveys. Whether it's for scoring, budgeting, or other purposes, the ability to calculate in real-time enhances the usability and efficiency of forms and surveys.

Frequently asked questions

What’s New?
Custom Field - Score:Users can now add a custom field to calculate scores based on their inputs.
How It Works?
Adding Custom Field: Navigate to the form or survey builder, drag and drop "Score" field from Quick Add. Setting Up Calculations: Define your calculation logic by selecting the relevant numerical or monetary fields and specifying the calculation rules. Previewing: Use the preview mode to see real-time calculations as data is entered.
Why This Feature?
This feature is designed to provide more advanced capabilities for users who need to perform calculations within their forms and surveys. Whether it's for scoring, budgeting, or other purposes, the ability to calculate in real-time enhances the usability and efficiency of forms and surveys.

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