Formula field

Use Formula field to display a calculated value in a document.

It’s a calculated field. Participants don’t type the value manually.

You can place this field in:

• structured documents

• PDF documents

Available operations

Operations for any argument fields:

• SUM — arguments sum

• PRODUCT — arguments multiplication result

• SUBTRACT — arguments subtraction result

• DIVIDE — arguments division result

Operations for dynamic tables only (select a field from the target column):

• SUM table column — column values sum

• COUNTA table column — count of non-empty cells

• MIN table column — smallest value in the column

• MAX table column — largest value in the column

Supported argument types

You can use these fields as arguments:

• Number

• Currency

• Dictionary

• Lookup

• Duplicate

• Formula field

How non-numeric values are parsed

If you use Dictionary, Lookup, or Duplicate as an argument, the value is parsed as a number.

All symbols except digits and the last period are ignored.

If there are several periods, only the last one is treated as the decimal separator.

Example:

• Abc@/.1.1.1 + Abc@/.1.1.1 with SUM → 22.2

Add a formula field

1. Open the template in edit mode.

2. Open the Fields panel.

3. Find Formula field and add it to the document.

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1. Configure the field and click Save.

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Field settings

Click the field in the document to reopen properties and update them.

Basic settings

• Name — field name shown in the document

• Placeholder — hint text shown before calculation; if empty, Name is used

• Operation — operation applied to arguments

• Argument 1, Argument 2, etc. — arguments used for calculation

You can type a static number directly into an argument field.

Use + add argument to add more arguments.

Advanced settings

• Precision — number of decimal places. Leave empty for no limit

• Show decimal zeroes — adds trailing zeroes to match Precision

• Adapt to the local format — formats numbers using the participant’s region settings

• Search — whether the field is available for mailbox search

Precision behavior

If the calculated value has more decimals than Precision, extra decimals are trimmed.

No rounding is applied.

Example:

• 1.99 → 1.9 when Precision is 1

• 1.99 → 1 when Precision is 0

In the envelope view, number formatting depends on the region selected on the User profile page.\n\nIn printable versions, numbers always use the platform region standard.

Edit or delete a formula field

1. Click the field in the document.

2. Update settings in the properties panel, or delete the field there.

Click to view the screenshot...