cognito-forms
Is there a way of calculating the sub totals of each repeating section? I am trying to construct an invoicing form for our freelance workers. The repeating sections are very useful so that only the relevant parts are viewable to the form filler, but although I can create an invoice sub total for each section, I cannot find a way to calculate an invoice total at the end.
Do you have any suggestions?
I am a developer for Cognito Forms.
First, if you are trying to capture the same information multiple times, you can use a Repeating Section, which is a section that the user filling out the form can repeat as necessary to enter the same information for a list of items, like players on a baseball team, employment history, medical conditions, etc.
Second, while you can only copy one thing at a time, you can place a number of items (including both fields and other sections) into a section, and then copy and paste the entire section and all of the items contained in the section will be copied as well.
I believe I tracked down the form in question, so I can provide a couple of options to consider:
Whether you are collecting payment online or not (since this is a quote) you can specify that you want to collect payment based on options selected. You can collect payment using Currency (user fills in), Price (constant or calculated amount), Choice (user picks options with associated prices), and Yes/No (price associated with Yes response). Here is an example using this approach with a choice field set to collect payment:
If the first automatic option does not meet your needs, you can add a Calculation field, set the Type to Currency, and enter a calculation to add up the amounts for each of the payment-related fields on the form. For Yes/No and Choice fields, a special property is available when writing calculations to let you know the total amount based on selections. You can see that this will show up as an auto-complete option when you are writing your calculations:
Using this approach, here is an example of a Total calculation that adds the amount of a Base Price field with the total selected amounts from an Options field:
The calculation for the Total field in this example is =BasePrice + Options_Amount. You can do almost anything in calculations, including calculations that sum up values in repeating sections. For more information, check out our calculation help documentation.
Best Answer
There are a couple of ways to handle calculating subtotals for repeating sections:
=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.