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Introduction to Creating a Calculation Field

Learn introduction to creating a calculation field in Smarter Drafter Pro.

If you no longer need a conditional rule in your document, you can remove it. This guide will show you how to delete a conditional rule from your Word template.

Instructions

1. Navigate to Your Form

  • Open the form where you want to create the calculation field.



2. Create a New Field

  • Click on Add Field to create a new field for the calculation. This will open a new field properties window.

3. Choose the Field Type

  • Select the appropriate field type based on the data you want to output. For example:
  • For numeric output, select a Number field.
  • For date output, choose a Date field.
  • For text output, use a Text field.

 

NOTE: A calculation field must be created in the form below all reference fields that it uses. The calculation can’t see fields that haven’t yet been answered and therefore can’t return a value.

4. Set Field Properties

  • Complete the necessary properties for the field, such as the field name and any other relevant information. Set the field to either Hidden or Read-Only, depending on whether you want the user to see the calculated value.

5. Select the Calculation Tab

  • Once the field is created, click on the Calculation tab located in the field's settings.

6. Click Start Here

  • Click the Start Here button to open the Calculation Builder tool.

7. Choose Data Type & Calculation Type

  • In the builder tool, select the appropriate data type (e.g., Number, Date, or Text) and choose the calculation type (e.g., AddDays, Sum, IF THEN ELSE, etc.).

8. Enter Calculation Formula

  • Based on the type of calculation, enter the appropriate formula. You can use simple math, field references, or conditional logic to create more advanced calculations.

9. Save the Field

  • After entering the calculation expression, click Save to finalise the field. The calculation will now be applied in the form.

10. Test Your Calculation

  • Test the form to ensure the calculation field works as expected. Verify that the output is correct, whether it’s a number, date, or text.

Common Issues & Solutions

  • Issue: Calculation field not showing expected result
  • Solution: Ensure the field is created below all reference fields used in the calculation. The calculation field cannot reference fields that have not been answered yet.