Calculated Fields

Calculated fields are a powerful feature for automatically updating contract text based on other field content.

Calculated fields work with numbers or text, and use the familiar Excel and Google Sheets formula syntax. (Instead of referring to a cell, like D23, simply use another field name, replacing any spaces with underscore (_) characters. So a field named Interest Rate is referenced as Interest_Rate in the calculated field formula.)

Calculated fields are shown with gray backgrounds to distinguish them from fields where input is allowed, which have yellow backgrounds.

Overriding Calculated Fields

If you want to preserve the field structure but override the calculation to show a specific value or text, click the [ ] Override calculated field checkbox, while will allow you to directly enter a value. You can also override a field by simply deleting it -- backspace through the field, or type right over it with the txt you want.

Operators in Calculated Fields

You can use a number of operators inside a calculated field for

1. Multiplication Operator (*)

   • Usage: Multiplies two numbers.

   • Example: A * B multiplies the value in A with B.

2. Addition Operator (+)

   • Usage: Adds two numbers.

   • Example: A + B adds the value in A to B.

3. Division Operator (/)

   • Usage: Divides the first number by the second.

   • Example: A / B divides A by B.

4. Subtraction Operator (-)

   • Usage: Subtracts the second number from the first.

   • Example: A - B subtracts B from A.

5. Concatenation Operator (&)

   • Usage: Concatenates two strings or values.

   • Example: ="Hello, " & Employee.Name & "," would return a single string "Hello, John Doe," if Employee field contained a Person named John Doe.

6. Exponentiation Operator (^)

   • Usage: Raises the first number to the power of the second.

   • Example: A ^ B computes A raised to the power of B.

7. Percent Operator (%)

   • Usage: Converts a number to a percentage. (Works on a number, not a field.)

   • Example: 12% converts 12 to its percentage equivalent; 0.12 if rendered as a Number and 12% if rendered as a Percent.

8. Greater Than Operator (>)

   • Usage: Compares two values, true if the first is greater.

   • Example: A > B is true if A is greater than B.

9. Equal Operator (=)

   • Usage: Compares two values for equality.

   • Example: A = B is true if A equals B.

10. Less Than Operator (<)

    • Usage: Compares two values, true if the first is less.

    • Example: A < B is true if A is less than B.

11. Not Equal Operator (!=)

    • Usage: Compares two values, true if they are not equal.

    • Example: A != B is true if A does not equal B.

12. Greater Than or Equal Operator (>=)

    • Usage: Compares two values, true if the first is greater or equal.

    • Example: A >= B is true if A is greater than or equal to B.

13. Less Than or Equal Operator (<=)

    • Usage: Compares two values, true if the first is less or equal.

    • Example: A <= B is true if A is less than or equal to B.