With the Formulas tool, you can take the information that's been added to a process through a Collect Information step and manipulate it with math. For example, you might want to calculate the cost of a building permit based on the size of the square footage of a building, or you might want to add up multiple numbers to create a total amount.

Check out this video overview of setting up formulas:

Once you've set up a formula, you can use it in Payment steps, add it to step or section instructions by using the @ sign, and also build formulas using other formulas.

You access the Formulas tool from the Power-Ups section on the Edit pane of a Workflow.

Once you open it up, you create a name for your new formula, then select which fields you want to use on the right side. You can just click the field if you see it, or search for it. Then use mathematical operators ( +, -, x, / ) to get the number you're looking for. If you've already made one formula, you can use it in a second formula (nested calculations).

You can use the following field types in formulas:

Number (with decimal)

Number (no decimal)

Multiple choice (number answers, or text answers with formula values assigned)

Checkbox fields (same as with Multiple Choice field types - you can use number answers or assign formula values). PLEASE NOTE THAT IF YOU USE A CHECKBOX FIELD IN A FORMULA THE SYSTEM WILL SUM THE VALUES OF ALL CHECKED OPTIONS.

Values from total surveys collected in a Survey step (if there is one present in your workflow).

Other formulas

You're only able to use **REQUIRED number checkbox or multiple choice fields** in Formulas. If a field is marked "optional" or is part of a conditional section it won't show up in the list of choices to use as terms in your formula.