Configure calculated number fields

Forms allow you to define a number Attribute field as a calculated field. Instead of relying on agent or customer input, the field automatically computes its value based on a mathematical expression that uses other number Attributes.

The result is a Form that is more accurate, guided, and consistent—while reducing manual input and validation effort for both agents and customers.

How it works

Define a calculated number Attribute

When configuring a number Attribute field in a Form, you can choose to define its value using a calculation instead of manual input.

• Use standard mathematical operators: +, −, ×, ÷, and brackets

• Reference other number Attributes in the Form

Example
A monthly payment field can be calculated automatically based on the loan amount and loan length, that are entered by the agent or customer.

Automatic real-time updates

During Form completion, the calculated field updates dynamically:

• Recalculates immediately when source values change

• Applies to both agent and customer input

Read-only behavior

Calculated fields are automatically read-only in the Form:

• Agents and customers can view the value but cannot edit it

• The value is fully controlled by the calculation

• Prevents accidental or intentional overrides

Common use cases

Financial calculations

Automatically calculate derived values such as:

• Monthly salary from yearly salary

• Loan installments from a total amount

• Discounts, fees, or totals based on agent or customer input

Standardized data entry

Ensure calculated values are always consistent, without relying on agent or customer accuracy.

Guided Form completion

Show computed results as the agent or customer fills out the Form, helping them understand outcomes immediately.

Configure a calculated field

To configure a calculated number Attribute field in a Form:

1. Add a number Attribute field to the Form.

2. Select the field to open its settings panel.

3. Enable the Calculated value option.
   

4. In the Create new calculation dialog, define the mathematical operator using:

   • Number Attributes – type @ -OR- click the Attribute icon to select an Attribute

   • Mathematical operator – type +, -, *, /, (, ) (* = multiply, and / = divide) -OR- click the operator icon to select an operator

5. Click Add.
   
   
   The calculation is configured.

Edit a calculation

To update an existing calculation:

1. Select the field in the Form builder.

2. In the field settings panel, click Edit calculation.

3. Modify the expression as needed.

4. Click Update.