calculated fields

Save Time With GoFormz

In a recent customer survey, 91% of our customers reported that they save significant amounts of time by using GoFormz. Using mobile forms reduces your administrative burden, vastly removing the amount of time that you spend dealing with paperwork, filing and lost forms.

When switching to the GoFormz solution you will have:

  • Faster processing time and submissions: With the automatic syncing of the data collected from the field, your back office will now receive the data immediately upon the form completion. Allowing your whole workflow process from field to office to customer to be significantly more efficient.
  • More accurate data with calculated fields: With formulas built into your forms, you no longer have to take the time to do the math on your own or carry a calculator around. Get more accurate data and save time in the field.
  • Easier time processing data: The data collected in the field is easier to process into your company's back end systems being it is already digital. This means you can accelerate your billing and payment processes instead of having to find and review paper forms.
  • Data storage in a centralized system: You can store your data collected in the field within GoFormz’ secured cloud database or select from many of our partners. Location of the offices no longer matter since the data is held in one database allowing access across your company rather than the location of the filing cabinet.

Capture Better Data On the Go with GoFormz

With our advanced features like Calculated Fields, GPS, Photos & Image Fields, Sketch Fields and Offline/Online Sync you can capture better data on the go from wherever you are using your Android or iOS device.

  • Calculated Fields allow you to define and embed formulas in a form. Calculated fields do the math for you and can reference other fields in your mobile form to supply the values for equations (ie the formula for a Total field can use the value entered in the Quantity field and multiply it by what’s entered in the Price field.) Reduce errors, save time and always produce accurate numbers.
  • GPS fields provide mobile form users a unique piece of data that a paper form cannot. With a simple tap on your mobile device, these fields capture your exact location, apply a timestamp with coordinates, and populate a small map image with a location pin. You now have the ability to easily and accurately record location information.
  • Photo and Image Fields provide visual information that a textbox simply cannot. Mobile forms give you the ability to include images directly on your form and use the built-in camera on your device to capture them. Visual information captures details that are often hard to describe.
  • Use Sketch and Draw fields to augment your images and highlight key points. Simply circling or pointing at a specific area on a photo helps to clarify details. Being clear and concise saves time.
  • The Offline/Online feature is one of our customers’ favorites, especially if they often travel to remote areas. With the offline feature, it will save all the data inputted and once your mobile device reaches a signal, the data is automatically saved and routed back to the office. This means no lost data and the ability to fill out your mobile forms anywhere.

Read how Duraclean captures better data with mobile forms in the field. 

ProTip: 3 Automatic Formulas For Your Mobile Forms That You Should Know About

Your mobile forms can automatically do math for you. Automating your calculations saves you lots of time and provides you with accurate numbers. Many of the formulas used by GoFormz users are quite simple and easy to add to your mobile forms. Here are three easy-to-master formulas that you can implement in your forms today.

1. Simple Arithmetic

Basic arithmetic (addition, subtraction, multiplication and division) can very easily be included in fields on your mobile forms. In your Form Template in the Template Editor, select the field you want to add a calculation to and enter your formula into the Default Value setting in the Field Properties table.  Here’s some very basic examples to show you how simple the syntax is:

Addition: =5+5 will automatically calculate 10 when the form is created

Subtraction: =10-5 will automatically calculate 5 when the form is created

Multiplication: =5*5 will automatically calculate 25 when the form is created

Division: =10/5 will automatically calculate 2 when the form is created

2. Formulas That Use Fields (& Tables) on Your Form

Ok, so the formulas above are nice and easy, but it’s rare that you want just a single value across all of your forms (and really, why have a formula that always adds 5+5, when the answer is always 10??). What you really want to know how to do is to have a field perform calculations based on what’s in other fields on your form. For example, say you are filling out a Job Proposal form and are estimating the cost for Material & Parts:

Most likely you will be using a table like the one above. Quantity represents how many materials or parts you need and Price is the cost per unit. Here’s how to calculate the Total for each line item and then a grand total.

Select the table in the Template Editor and open up the Table Columns Menu by double clicking on the Columns box located in the Field Properties:

The menu will open and will look like this:

Click on the Total column (or whatever is the column you wish to have the calculation performed for) to open that specific column’s Properties

Normal 
 0 
 
 
 
 
 false 
 false 
 false 
 
 EN-US 
 X-NONE 
 X-NONE 
 
  
  
  
  
  
  
  
  
  
 
 
  
  
  
  
  
  
  
  
  
  
  
  
    
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
   
 
 /* Style Definitions */
table.MsoNormalTable
	{mso-style-name:"Table Normal";
	mso-tstyle-rowband-size:0;
	mso-tstyle-colband-size:0;
	mso-style-noshow:yes;
	mso-style-priority:99;
	mso-style-parent:"";
	mso-padding-alt:0in 5.4pt 0in 5.4pt;
	mso-para-margin:0in;
	mso-para-margin-bottom:.0001pt;
	mso-pagination:widow-orphan;
	font-size:12.0pt;
	font-family:Calibri;
	color:black;}
 
     NOTE: Default Value 1 here represents the 1st field in the Total Column since it is the one selected.

NOTE: Default Value 1 here represents the 1st field in the Total Column since it is the one selected.

To specify the calculation for your first row’s total, you type this formula into the Default Value 1 box:

      =[2][1]*[3][1] which specifies: multiply the value in column 2 row 1 with the value in column 3 row 1

      The [ ] are used to reference the values found within the table

Repeat this for each subsequent cell you wish to add a Total formula to. For example, for the second Total box, you would type

      =[2][2]*[3][2] which specifies: multiply the value in column 2 row 2 with the value in column 3 row 2

For the third Total box, the formula would be:

      =[2][3]*[3][3] (multiply the value in column 2 row 3 with the value in column 3 row 3)

And so on.

Now that you know how to create formulas for Totals for each row, this is how you set your form to automatically calculate the Grand Total.   Create a new Number field (separate from the table) where the Grand Total will go. In this case, that field is named Sum M&P:

Select this field and in the Field Properties panel, type the following for the Default Value setting:

      =SUM([L&S]![4][1]:[4][4])

o      =SUM() will sum what is contained inside the parenthesis

o      [L&S]! references the table, using the syntax of [TableName]! where the name of the table is what is inside the brackets (our table is called L&S).

o      [4][1]:[4][4] references the range in a table column to add together. In other words, adds the values in column 4 row 1 through column 4 row 4.

3. Rounding Formula

Now that you know how to calculate your numbers, here’s how to round them in order to have cleaner numbers (this is especially useful when dealing with currency). This is a simple add-on to what you have already created. Wherever your current formula is located, you will just add:

      =ROUND((Current Formula), 2)

o      =ROUND() will perform the rounding function

o      The , 2 represents the number of decimal places you want to round to (in our case, we are rounding to two decimal places)

      So if you wanted to round the totals from the previous formula related to Material & Parts to two decimal places, you would type it out like this:

o      =ROUND(SUM([L&S]![4][1]:[4][4]), 2)

Add these formulas to your forms today and start saving time and consistently generating accurate totals!

[eBook] Top 7 Mobile Form Features to Modernize Your Business

For hundreds of years people have been filling out forms on paper. Using paper forms is an error-prone, time consuming and outdated process. With the proliferation of mobile devices like iPads in the workplace, mobile forms have become vital tools for modern businesses. Filling out forms on a tablet means increased efficiencies, reduced costs and access to the advantages of digital technology. This ebook discusses seven of the most important mobile form features and their benefits.

At GoFormz, we are pioneering the new breed of Mobile Forms that are simple to use and will modernize your business. With GoFormz you can start capturing data electronically, look more professional, and modernize how your team works. GoFormz is dedicated to helping every business in the world eliminate paper forms, work smarter, and modernize how your work gets done.

CLICK TO DOWNLOAD EBOOK

To create this eBook we identified the highest impact characteristics of mobile forms that contribute to the modernization of businesses and business processes.

Sneak Peek of what you will learn:

Feature 1: Photo & Image Fields

Photo and Image Fields provide visual information that a textbox simply cannot ... Mobile forms give you the ability to include images directly on your form and use the built-in camera on your device to capture them.

Feature 5: Automated Workflows

Automation is key to increased efficiency in the modern business world. One of the most valuable features you can leverage from a mobile form is the ability to easily instrument workflows or triggers. For example, a mobile form can automatically email and forward copies of the form (for approval signature, record keeping, etc) when it is completed.

DOWNLOAD THE EBOOK TO LEARN MORE ABOUT HOW MOBILE FORMS CAN HELP YOUR COMPANY.

 

 

 

Switch From Paper to Mobile Forms With GoFormz

Many companies think that converting paper forms to mobile forms is a complicated and costly process, or may be disruptive to existing workflows. But this doesn’t have to be the case, especially when you use the GoFormz solution. You just upload a digital copy (pdf or jpg) of your form to your GoFormz account and use our editor to easily configure the various form fields. Then you just download the GoFormz app and start filling out your new forms. It’s that easy.

Some immediate benefits of using the GoFormz platform:

  1. Your mobile forms look exactly like your paper forms, so there is little to no need for training of your staff.

  2. Save time and never lose a form again, because there is no need to travel to and from the office to turn in forms. Form submissions are fast. Once you are done filling out a form, just press [Save] and the form is immediately synced to the cloud-based platform.

  3. Better, more accurate data is being collected because of the conditional logic and calculated fields within the forms. Save time, and reduce manual errors.

  4. Include new types of data that are readily available on your device such as pictures, GPS, time & date.

  5. Run reports for fast answers and real-time analysis. No more hunting around file cabinets for forms, or opening up scans from a back-office system.

Use GoFormz reporting to run queries on any piece of data across all of your forms. Because the form submission process is instant, you can run reports on the freshest data from the field.

You can also use GoFormz to vastly improve and automate your workflow processes. With the GoFormz API you can integrate GoFormz with your other business systems.

 

Spotlight Feature: Calculated Fields in Your Mobile Forms

Calculated Fields are one of our most popular mobile forms features.  These fields save you lots of time that would otherwise be spent on manually performing calculations. Calculated Fields also provide accurate results and help you avoid the simple errors that occur with pen & paper calculations. These self-calculating form fields can be used in any form that requires numeric totalling such as employee timesheets, job proposals, work orders, etc.

A calculated field is essentially a way to define formulas in a field. Whether it’s addition or multiplication, calculated fields automatically do the math for you. You can reference other fields in your form as values in the equation. For example, you can define a Total field as a calculated field that multiplies the Quantity field value by the value in the Rate field. So the Total field will self-calculate a value of: Quantity x Rate = Total.

Calculated Fields are easy to set up in your forms. For more information, please be sure to check out our ProTip on how to add calculations and totals to your form.

Use Case: The Expense Report

Expense reports help employees track, total, and submit expense reimbursements for business related activities such as for trips, meetings and supplies. The form also captures other important details such as purpose and description of items purchased, as well as receipts.

Expense reports may look simple, but they can quickly become complex when it comes to actually filling one out. Current paper processes require employees to attach itemized receipts as proof of purchase. This means there is a lot of paper that needs to be saved, itemized and submitted with a single expense form. When conducting several transactions a day, tracking all of the receipts can become burdensome. Collating and totaling each expense manually can be tedious and error-prone.

By using a mobile form with pre-set Calculated Fields, the employee doesn’t have to worry about doing the math. Simply type in the description of the expense with its associated expense cost, and the fields automatically calculate the totals. For greater detail, the form can include expense categories with their own sub-totals. As the employee continues to add entries throughout the duration of a trip, the form’s grand total will automatically be updated.

Implementing image fields into the form makes it easy for the employee to submit copies of receipts - simply snap photos of receipts with the mobile device’s camera and include them in the mobile form. This removes the burden of keeping track of all of the small pieces of paper and processing them for submission.

By tapping [Complete], the expense report is automatically sent to the appropriate supervisor for review, making the submission process fast, easy and direct.