Formula Field

Dynamic formula field performs calculation based on arguments taken from other fields. Next functions are available for any argument fields in the document:

  1. SUM - argument summation

  2. PRODUCT - multiplication of arguments

  3. SUBTRACT - returns the difference of arguments

  4. DIVIDE - returns the quotient of arguments

Next functions can only be applied to a field within a table:

  1. SUM table column - summing arguments in a dynamic table column

  2. COUNTA table column -returns number of non-empty cells in a column

  3. MIN table column - returns the smallest number in a set of arguments

  4. MAX table column - returns the largest value in a set of arguments

Next fields can be used as arguments in the Formula: Number, Currency, Dictionary, Lookup and Duplicate. Formula field itself also can be used as other formula`s argument.

Note

Please note! that if you use Dictionary, Lookup or Duplicate of any of this fields, their contents will be parsed as numbers. All symbols except numbers and last dot will be ignored in calculations. If there are several dots only last one will be considered as decimal place separator, other dots will also be ignored. This means that if you will pass “Abc@/.1.1.1” and “Abc@/.1.1.1” as arguments into SUM formula, it will return “22.2” as a result.

Create Formula Field

  1. Create Template

  2. Go to template, create number field and currency field

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  1. Select formula field

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  1. Select the SUM function, in the arguments field, select a numeric and currency fields

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  1. Save the formula field. Fill in the main fields of template. Create a draft envelope

  2. Filling numeric and currency field

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6.After filling fields, pay attention to formula field

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  1. Send envelope

In order to apply the SUM table column function, you must repeat the following steps:

  1. Create Template

  2. Go to template create dynamic table, added numeric field to dynamic table

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  1. Select formula field,select the SUM table column, in the arguments field, select a numeric field.

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  1. Save the formula field. Fill in the main fields of template. Create a draft envelope

  2. Add two rows to table, filling numeric field

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  1. After filling fields, pay attention to formula field

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  1. Send envelope

!!!For users who will work through integrations, it is necessary to understand that the SUM table column function contains one attribute,

and looks like this: <formula precision=”2” name=”total”>SUM({rowTotal})</formula>, but the SUM function has two arguments

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In order to apply the COUNTA table column function, you must repeat the following steps:

  1. Create Template

  2. Create dynamic table field

  3. Add number field in table

  4. Select formula field, add argument

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  1. Fill in the main fields of template

  2. Create envelope

  3. Add rows to table. and fill number fields

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  1. COUNTA table column function counts the number of non-empty cells in a column

In order to apply the MIN/MAX table column function, you must repeat the following steps:

  1. Create Template

  2. Create dynamic table field

  3. Add number field and currency field in table

  4. Select MIN table column formula, add argument

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  1. Select MAX table column function, add argument

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  1. Fill in the main fields of template

  2. Create envelope

  3. Add rows to table and fill in number fields

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  1. As a result, the field MIN table column formula - shows the minimum value and MAX table column function - the maximum.