Formula Field

This document explains how to add and configure the Formula field in a template, including operations, arguments, and precision.

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

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

You can place this field in:

• structured documents

• PDF documents

Add a formula field

1. Open the template in edit mode.

2. In the Fields panel find Formula field and add it to the template.

3. Configure the field and click Save.

Field settings

Click on the placed field to reopen settings menu.

• Name — field name shown in the document

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

• Tooltip — additional hint shown on hover

• Operation — operation applied to arguments

• Argument 1 — argument used for calculation

• Precision — number of decimal places (leave empty for no limit)

• Search — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)

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

• Show decimal zeroes — adds trailing zeroes to match Precision

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

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.

In printable versions, numbers always use the platform region standard.

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