Adding the value of a number field into a payment step
At times you may want to use numeric field values in a payment step. There are several fields from Collections steps for formulas to calculate totals:
- Number (no decimal)
- Number (with decimal)
- Multiple choice (with formula values added)
- Checkbox fields (same as with Multiple Choice field types - you can use number answers or assign formula values). Note: If you use a checkbox field in a formula the system will sum the values of ALL checked options.
- Values from total surveys collected in a Survey step (if there is one present in your form).
- Other formulas
Pro Tip: Remember, you're only able to use the number checkbox or multiple-choice fields that are marked as REQUIRED in a Formula. If a field is marked "optional" or is part of a conditional section it won't show up in the list of choices to use as terms in your formula.
To use the results of a number field as a payment you can set up a Formula that's just the Field Name x 1
To create a new formula select Powerups from the Form edit view.
- Select New Formula.
- Create a simple formula by selecting the number field you want to use from the right side of the Formula builder and adding "x 1" to it. By multiplying the field value by 1 you won't change the number!
- Add a name to the Formula.
- Select the Save button to use the formula in the payment step.
Here's a video overview of how it works:
Video Goes here: (Video needs to be recorded) https://loom.com/share/9f190e6632e7478fa1317f83f613af15
Using Mathematical Operations in a Formula
Using the same steps provided above, you can take the information that's been added to a submission 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.
In this case, once you have selected the appropriate form data field, you will use a mathematical operator, such as +, -, x, /, to help create the end total number you are looking for.
Pro Tip: If you’ve already made one formula, you can use it in a second formula (nested calculations).
Selecting the formula in the Payment Step
To use the formula you just created, select the Steps tab. Then add a Payment Step. In the Payment Step, select the Calculated option. From the dropdown choose the formula you want to use.
Now for this payment step, the payment will be calculated by the chosen formula. Finish setting up this step by deciding on whether you want to accept cash or check or if you want to pass transaction fees on to the constituents.
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