This article is intended for: Admin users of the ClearForms module.
Use this article after: You have added an Information Collection step to your Form and you want to assign numeric values to multiple-choice answers for use in formulas.
Note: You can click on any image below to zoom in.
In the Information Collection step, you can assign numeric values to multiple-choice answers. These values can then be used in formulas to calculate fees or other numerical outputs. Applicants can select text-based multiple-choice or checkbox answers, and the form will automatically apply the corresponding number in calculations. This simplifies fee and payment calculations.
For example, you may be configuring a Request for Electrical Inspection Permit form where you will charge the applicant specific fees calculated by the amount of electrical units they have and on the various power levels of those units.
There are several steps to customize an information collection step to be used in a Formula. Select the link below to jump to that section of the article.
Configure Formula Values
First, configure your Information Collection step with the multiple choice or checkbox questions you want the applicant to answer. Note: You cannot use fields in conditional sections in formulas.
Now that the questions have been added, begin configuring your numeric values by following these steps:
- Select the multiple choice or checkbox question.
- For each Display Value (the answer choices available to the applicant), you can set a corresponding Numeric Value. In the example above, the numeric value is the fee cost dollar amount for each choice. The applicant will select the permit category, and the correct fee will be automatically calculated and can be included in a later Payment Step.
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Select Advanced Settings to configure the following:
- Default Value - Make one multiple-choice or checkbox answer the Default value that will display to all applicants. You might choose to use this feature if one answer is much more common than others.
- Required - Make it so that the applicant is required to enter information.
- Open Data - Defines if the filed is visible to the public in your open data portal. Learn more about Open Data here.
- Renewals - Choose if you want the question to lock or autofill if the submission is a renewal.
Once values have been associated with each answer, it's easy to view and change them if necessary.
Connect Numeric Values to Formulas
Once you have the numeric values configured, navigate to the Power-Ups tab and begin creating your formulas in the Formula tab by selecting the + New Formula button.
Instructions on creating formulas can be found in this Support Center article.
In the example above, we configured a Request for Electrical Inspection Permit form to charge the applicant specific fees calculated by the amount of electrical units they have and on the various power levels of those units. An example of that formula is shown below.
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