Purpose
On the Form Schema page, the New Sum Field feature allows users to seamlessly add a new Sum Field to forms, streamlining data aggregation processes.
What can you do with it?
The New Sum Field functionality enhances your forms by enabling the computation of totals directly within the form schema. This feature allows users to add a new Sum Field, crucial for automatically calculating cumulative values across entries, ensuring accuracy and efficiency in data handling.
How is it done?
Add a Sum Field: Navigate to the Form Schema page and select to add a new Sum Field.
Label it: Enter a clear and descriptive Label to serve as an identifier for the sum field.
Detail with a Description: Provide a detailed Description about the sum field to enhance clarity and user understanding.
Include Additional Info: Use the Info Icon to add additional information or tips that improve usability.
Specify Repeatable Section:
Choose a Repeatable Section from the data list where numbers will be summed, ensuring you can automatically calculate totals across multiple form entries.
Set Visibility with Conditionals:
Select relevant Conditionals from the data options to determine when the sum field is visible, thereby customizing workflow and enhancing form interaction.
Important Considerations
Always ensure the description and label are clearly defined to avoid user confusion.
Verify that the chosen repeatable section contains numerical fields that need summation for accurate totals.
Customize conditional visibility according to the actual workflow needs to maintain efficient form usage.
Best Practices
Use intuitive labels and comprehensive descriptions for user-friendliness.
Frequently update repeatable sections and conditionals to align with workflow changes.
Regularly review sum field configurations to ensure they reflect current operational needs, minimizing errors in data calculations.