Skip to main content

Add Calculations Components to a Form

This guide explains how to enable and configure Calculations Components in a form within a project workflow. These components allow you to compute values based on form inputs or other project/global variables—useful for budgeting, cost validations, and more.

When to Add a Calculations Component​

You should add a Calculations Component when:

  • You need to calculate totals or subtotals based on user input.
  • You want to validate data against budget thresholds or financial limits.
  • Your project requires additional cost breakdowns (e.g., tax, fees, or per-unit cost).
Note

This feature must be enabled at the organizational level to appear in the Form Builder.

To Enable and Add a Calculations Component​

  1. Go to the Project Template and open the Workflow tab.
  2. Click Add Stage to Workflow.
    Add Calculations Components to a Form
  3. Select Form Builder.
    Add Calculations Components to a Form
  4. In the stage settings panel, check Enable Calculations Component.
  5. Click Save Stage.
    Add Calculations Components to a Form

Once enabled, a Calculations Component table will appear below the form section in the Form Builder.

To Configure the Calculations Component​

  1. Click the kebab menu next to the component.
  2. Select Edit Table Information.
    Add Calculations Components to a Form
  3. Enter the component details:
    • Component Name: Give your table a clear name (e.g., “Cost Summary”).
    • Section Header/Title: This appears above the table in the form—use it to identify the section.
    • Supporting Text (optional): Add a short message to help guide users as they fill out the table. Leave blank if not needed.
  4. Enable one or both of the following features:
    • Turn on Response Columns: Allows users in later stages of the project to enter data into the table. Fields will be read-only during this setup stage.
    • Enable a Calculated Total for this Table: Adds a calculation field to the table. You’ll be able to configure additional fees and taxes that are included in the total.
  5. Click Save to confirm your settings and open the Component Preview.
    Add Calculations Components to a Form

To Add Item Rows​

You can add sample rows to preview how users will input data.

  1. In the Component Preview section, click + Add Item Row. New blank rows will appear in the preview table for configuration/testing purposes.
Add Item Rows

To Add and Configure Table Columns​

Columns define the fields that appear in your table. You can create and configure them individually.

  1. In the Table Columns section, click + Add Column.
    Add Calculations Components to a Form
  2. In the Manage Table Column popup, fill in the following:
    • Column Name: Give your column a descriptive title.
    • Field Type: Choose the appropriate type (e.g., Number, Text, Currency, Date, Calculated).
  3. Click Save Column to add the column to the table.
    Add Calculations Components to a Form

To Manage Table Columns​

  1. Click the kebab menu (︙) next to the column you want to modify.
  2. Choose one of the following options:
    • Edit Column to update the column name, field type, or other settings.
    • Duplicate Column to create a copy of the column.
    • Remove Column to delete it from the table.
    Manage Table Columns
Additional Options

If the component is configured to support it, you may also be able to:

  • Mark a column as a Responder Field
  • Define Row Total Calculations
  • Add Additional Costs & Fees

Once you're done, use the top navigation to return to the Form Builder stage.

To Add Categories​

Categories help you organize related columns into separate sections within the table.

  1. In the Table Columns section, click + Add Category.
    Add Categories
  2. In the Manage Category popup, complete the following fields:
    • Category Name: Enter the name for the category.
    • Supporting Text (Optional): Add any descriptive text to guide users.
    • Enable subtotal for this category: Toggle this on if you want to automatically calculate a subtotal based on the Row Total field.
    • Initial Row Count: Set how many rows should appear by default.
    • Max Row Count: Set the maximum number of rows allowed in this category.
    • Allow Addition of Rows: Check this if users should be able to add more rows beyond the initial count.
  3. Click Save Category to apply your changes.
    Add Categories

See Also​

To complement your knowledge of this process, feel free to check the following pages: