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How to configure and use formula fields to calculate arithmetic operators in BoldSign?
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2 mins read
Formula fields in BoldSign allow you to use arithmetic operators to automate calculations in your documents. These formulas are built using form fields and do not store any static data.
Supported arithmetic operators
Formula fields support a range of operators for mathematical, logical, and comparison operations.
- Addition Operator (+):
| Example | Formular | calculation |
|---|---|---|
| Suppose you have a shopping receipt and need to calculate the total amount owed by adding the cost of items to the sales tax. | [Items Cost] + [Sales Tax] | If Items Cost = $1,000 and Sales Tax = $50, then: Total Cost = [$1,000] + [$50] = $1,050 |
- Subtraction Operator (−):
| Example | Formular | calculation |
|---|---|---|
| Consider a healthcare form that automatically calculates a patient’s payment by subtracting the deductible from the insurance coverage. | [Insurance Coverage] − [Deductible] | If Insurance Coverage = $2,000 and Deductible = $500, then: Patient Payment = [$2,000] − [$500] = $1,500 |
- Multiplication Operator (×):
| Example | Formular | calculation |
|---|---|---|
| Imagine you have a rental agreement that calculates total rent by multiplying the monthly rent by the number of months in the lease. | [Monthly Rent] × [Lease Duration] | If Monthly Rent = $1,200 and Lease Duration = 12 months, then: Total Rent = [$1,200] × [12] = $14,400 |
- Division Operator (/):
| Example | Formular | calculation |
|---|---|---|
| Assume you have a shipping invoice that calculates the cost per mile by dividing the total shipping cost by the distance traveled. | [Total Shipping Cost] / [Distance] | If Total Shipping Cost = $500 and Distance = 100 miles, then: Cost per Mile = [$500] / [100] = $5 per mile |
Supported form fields for arithmetic operators
- Text Box: Ensure the text box is configured as “Number” for compatibility with formulas.
- Dropdown: Configure options as “Number” to allow easy integration with formulas.
How to use arithmetic operators
Follow the steps to configure and use formula fields to calculate arithmetic operators In BoldSign:
- Click
Create Newand selectCreate New Document. - Fill in all the required fields in the Prepare document for signing page and click the
Nextbutton. - On the Configure field page, add all the necessary form fields to your document, such as Textbox or Dropdown, before adding formula fields.
- Assign meaningful IDs to these fields and configure them as Number to simplify the formula creation process.
- Drag and drop the Formula field to your desired location in the document, then assign it a unique ID in the formula settings panel.
- To set up an arithmetic formula, click
Set Formulato open the Formula Builder.
- The Formula Field supports four basic arithmetic operations: addition, subtraction, multiplication, and division, represented by their respective operator symbols.
- Use supported fields and the required arithmetic operators to create your formula. For example, if you wish to know the balance due by finding the difference between two fields, Total Cost and Down Payment, click on the Formula Expression field to display a dropdown menu.
- In the dropdown, select the form field with the document ID for Total Cost, then choose the
-operator, and finally select the Down Payment field.
-
Check the formula for any mistakes, then click
Save. -
Use the
Previewoption to test the formula and make sure it works correctly. Adjust it if needed to achieve the desired results.
-
Proceed to send the document for signature.
