The "Formula" field aims to create an "Advanced Field" that allows recipients/users to efficiently perform essential mathematical operations such as addition, multiplication, subtraction, and division on the document. Below is a working example of "Quantity * Price," computed to give "Total Amount."
Note "Formula Field" is only available for eSign Pro and eSign Enterprise plans.
Formula fields are a handy way to simplify calculations within documents that multiple people are working on together. In this guide, we'll show you how to create formula fields in a collaborative environment step by step.
We will illustrate the usage with an Example: "You have shared a document, and the recipient will fill in their salary and tax percentage, on using the Formula Field will automatically calculate the total taxes."
1. Setting Up Fields
a. Open Edit mode for a Template or Envelope.
b. Add Text Fields and click on a Text Field to customize the Field Settings. Add a Name under Field Settings.
c. Add a Formula Field to display the calculated answer.
For our example, "Total Taxes in USD" will be calculated based on the values added in the Text Fields "Salary" and "Taxes".
2. Creating the Formula
a. Click on the Formula Field.
b. In Field Settings, click on
to "Set Up" the formula.
c. The named Text Fields are added to the list of predefined fields. Create a formula by choosing a Predefined Field from the dropdown list.
The named Text Fields are now added to the list of predefined fields.
d. Select operation from the dropdown list.
e. Choose a Predefined Named Formula Field from the dropdown list.
Example of the formula used for this example. Salary and Taxes are selected from the Predefined Field dropdown list and the selected Operator is Multiply.
f. Click Save.
FAQ:
- How do I fix the error “Please assign the text field with a name to this field party to set up the formula for this field.”?
Answer: Ensure the document have at least one named Text Field assigned to the same recipient.
