I am asking this question on behalf of Chris Kennedy, who posted this question to Facebook.
Is there any documentation for the calculate feature? I would like to be able to have add a price based on a y/n question.
Cognito Forms – How the Calculated Field Feature Works
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There are a couple of ways to handle calculating subtotals for repeating sections:
- If the form represents a true invoice and the subtotals represent money and nothing else, you can set the form up to use the built in payment features of Cognito Forms. When you mark fields as Collect Payment, they will automatically appear on receipt/invoice grouped by repeating section item. Choice, Currency, Yes/No and Price fields can all appear on this "invoice" and the Price field gives you complete control with the ability to calculate both the amounts and the description of each line item if you need this power. In this case you would not be collecting payment from them, so mark the form via Payment Settings as never requiring payment.
- The other option is to use the powerful calculation capabilities in Cognito Forms to quickly calculate the subtotals. In the example above, you could add a Calculation field at the bottom of the form and use a calculation like
=MyOrder.Sum(ItemTotal)or even=MyOrder.Sum(Product_Amount * Quantity)to calculate the total for the My Order repeating section. Remember set the Type to Currency for the Calculation field so it will be formatted correctly and allow you to use the value of this field in other calculations. You can learn more about these capabilities in our help documentation at: https://www.cognitoforms.com/support/51/calculations/repeating-sectionstables. Take a look at the section on Working with Repeating Sections.
Please mark this as the answer if it helps you make this work, or add a comment if it is not quite what you were looking for.
You can prefill forms in Cognito Forms in a variety of ways. Prefill is supported both for embedded forms and forms using our public link. You simply provide JSON to populate the corresponding fields, which is either passed as an option when prefilling or passed as a query string argument or posted when prefilling a public link form.
Please check out our detailed help topic showing how to prefill in both of these cases: https://www.cognitoforms.com/support/65/data-integration/prefilling-a-form
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Best Answer
EDIT: Our calculation documentation is now available at https://www.cognitoforms.com/support/2/calculations.
We are actively working on documentation for calculations as part of our release this week of conditionally visible fields/sections and conditionally required fields. However, since the documentation is not yet public I will provide a brief answer now that is a bit technical and update the answer once our documentation is public.
First off, always start calculations by typing
=into the field. We support calculations for a lot of different fields, such as default value, so the=let's us know you are trying to perform a calculation versus just entering a literal value.As soon as you enter the
=you will immediately see a menu pop up with statement completion (intellisense, autocomplete, etc.) to help you write your calculation. Also, if you have an invalid calculation, you will see an error message indicating the position of the problem and a "hopefully helpful" error message.Cognito Forms calculations are very sophisticated, which is one of the reasons why we have not already released the documentation. However, for your task, any normal mathematical expressions will work fine, such as
=A*5 + B*2, where A and B are the names of fields on your form. The statement completion will help you out with field names, but generally they are just the labels of the fields without spaces or special characters.Lastly, our calculations are based on an open source parser created by Microsoft in 2008 called Dynamic Linq. If you need more help in the short term and are technically minded, check out Scott Guthrie's post, download the sample zip and read the full documentation under LinqSamples\DynamicQuery. After reading this documentation you will see why we are taking our time creating documentation that is more approachable for less technical audiences.
http://weblogs.asp.net/scottgu/archive/2008/01/07/dynamic-linq-part-1-using-the-linq-dynamic-query-library.aspx