The Calculate field is used to generate values automatically based on other fields in the form. You use it to remove manual calculations, reduce errors, and create dynamic outputs.
It works for both Numbers and Text.
Typical uses:
The field supports two calculation types.
| Type | Description |
|---|---|
| Number |
Use this for:
Examples
|
| String |
Use this for:
Example "Order for " + Customer Name + " is confirmed" |
Note
This field supports all standard field properties. For details, refer to. Refer to the Form Field Properties article for common settings.
1. Case Type: This property appears when String calculation type is selected. It controls how the final text output is formatted.
The available case options are:
| Option | Description |
|---|---|
| None | Keeps the output exactly as generated by the formula. |
| lowercase |
Example "John DE COSTA" → "john de costa" |
| Sentence case |
Example "JOHN DE COSTA" → "John de costa" |
| UPPERCASE |
Example "John de Costa" → "JOHN DE COSTA" |
Use this when consistent text formatting is required for reports, labels, or exports.
| Type | Mistake | Impact | Fix |
|---|---|---|---|
| Using Calculate for values users should enter | You use Calculate for data that should come from the user. |
|
Use input fields for user data. Use Calculate only for derived values. |
| Referencing empty fields in formulas | You build formulas using fields that may be empty. |
|
Add default values to dependent fields or handle empty cases in the formula. |
| Using String mode for numeric calculations | You select String mode for arithmetic operations. |
|
Use Number mode for all numeric operations. |
| Overloading a single Calculate field with complex logic | You place many operations into one long formula. |
|
Break logic into multiple Calculate fields where needed. |
| Not controlling text casing for generated content | You leave output casing inconsistent. |
|
Use Case Type to standardize output. |