Perform Calculations | Conditional Formula - Zoho Forms

Using Conditional Formula

The conditional formula set up in Zoho Forms allows you to configure your form to perform certain calculations based on your respondents' answers. These predefined conditions are simple to set up and they will tailor your form to your user's needs. With Conditional Formula you can perform data-driven calculations, and provide customized auto-filled payments, which means the form will provide customers with a unique payment amount with the calculated mathematical output, saving you the burden of calculating for each case.

conditional formula

Overview

 A condition refers to a setup which will include the following 3 things: 

  1. The field(s) to be checked.
  1. The condition to be satisfied (is, is not, is empty, etc).
  1. The mathematical calculation to be performed.

    Conditional Formula
This is similar to the If and Else conditions that you use in Excel. When the condition is found to be true, it executes a certain mathematical calculation and when found to be false, it moves on to the next condition. Configuring Conditional Formula
You can even set  multiple conditions, where the fields can be checked for multiple answers to perform a distinct calculations. 
To understand this better, here are a few scenarios:
  1. Waive off a 50% discount on the total purchases on more than five shirts.
  1. Calculate taxes based on the annual income range.
  1. Offer a discount of 20$ upon the coupon code of DISCOUNT20SPRING.
  1. Offer a bulk discount of 100$ if the total purchase amount is above a threshold value.
Check out how to configure a few of these examples.

Setup

To set up conditional formula,
  1. Add a Formula field to your form from the Advanced Fields.
  2. In the pop-up, click           
  3. In the Conditional Formula pop-up, set up the necessary logic.
  4. Choose All or Any, from the dropdown. 
  5. To add more conditions, click theicon. 
  6. Under Perform when none of the conditions is met, set up the formula that will be performed when none of the conditions is found to be true. This is also referred to as a default expression. 
  7. To delete a condition, click theicon. 

    Conditional Formula Setup

Adding multiple conditions

You can add more than one condition to perform calculations. This will be useful when you want to check the field for multiple answers and perform distinct mathematical calculations based on it. For example, in a scenario where you are expecting numerous coupon codes to waive off appropriate discounts during your spring sale, you can process the coupon codes in simpler steps. The payment will differ for each customer based on the type of coupon they own.

How multiple conditions work inside a conditional formula

Examples

Scenario 1:  Processing the coupon code DISCOUNT20 to waive off 20% on the total price of the purchase. 

Conditional Formula Example-1

Scenario 2 Waiving off 100$ on the total price of the shirts upon the orders of 5 or more.

Conditional Formula Example-2

Scenario 3:  Deciding the tax based on the annual income range of the employee.

Conditional Formula Example-3

Supported Operators

Text and field comparison
  1. IsChecks if the selected field is equal to the set value
  2. Is Not: Checks if the selected field is not equal to the set value
  3. Is Empty: Checks if the selected field is empty
  4. Is Not Empty: Checks if the selected field is not empty
  5. Contains: Checks if the selected field contains a value in the condition
  6. Not Contains: Checks if the selected field does not contain a value in the condition
  7. Contains Any Of: Checks if a field contains any of the selected choices
  8. Contains All Of: Checks if a field contains all of the selected choices
  9. Contains None Of: Checks if a field contains none of the selected choices
  10. Starts With: Checks if the selected field starts with the given value
  11. Ends With: Checks if the selected field ends with the given value
Choice and selection
  1. Other Choice Is Not Empty: Checks if a value is entered in the Other choice
  2. Is Any Of: Checks if any of the choices chosen in the condition match
  3. Is None Of: Checks if none of the choices chosen in the condition match
Numeric Comparison
  1. Less Than: Checks if a number is less than a given value
  2. Greater Than: Checks if a number is greater than a given value
  3. Less Than or Equal To: Checks if a number is less than or equal to a given value
  4. Greater Than or Equal To: Checks if a number is greater than or equal to a given value
  5. Between: Checks if a number/date is between 2 given values
  6. Not Between: Checks if a number/date is not between 2 given values
Date and Time Comparison

Day of the week
  1. Day Is: Checks if a date falls on the selected day of the week
  2. Day Is NotChecks if a date does not fall on the selected day of the week
  3. Is Any of Selected Days: Checks if a date falls on any of the selected days of the week
  4. Is None of Selected Days: Checks if a date does not fall on any of the selected days of the week
Relative Days
  1. Is Previous Day: Checks if a date falls on the previous day
  2. Is Current Day: Checks if a date falls on the current day
  3. Is Next Day: Checks if a date falls on the next day
  4. Is Before [x] Day(s): Checks if a date falls 'x' number of days before the current date
  5. Is After [x] Day(s): Checks if a date falls 'x' number of days after the current date
Week
  1. Is Previous Week: Checks if a date falls in the previous week
  2. Is Current Week: Checks if a date falls in the current week
  3. Is Next Week: Checks if a date falls in the coming week
Month
  1. Is Previous Month: Checks if a date falls in the last month
  2. Is Current Month: Checks if a date falls in the current month
  3. Is Next Month: Checks if a date falls in the next month
  4. Month Is: Checks if a date falls in selected month of the year
  5. Is Any of Selected Months: Checks if date falls in any of the selected months of the year
  6. Is None of Selected MonthsChecks if date does not fall in any of the selected months of the year
Year
  1. Is Previous Year: Checks if a date falls in the last year
  2. Is Current Year: Checks if a date falls in the current year
  3. Is Next Year: Checks if a date falls in the coming year
  4. Year Is: Checks if a date falls in selected year
Past and Future
  1. Is in the Past: Checks if a date falls in the past
  2. Is in the Future: Checks if a date falls in future 
Time
  1. Time Is BeforeChecks if the time falls before the specified time.
  2. Time Is AfterChecks if the time occurs after the specified time.
  3. Time Is BetweenChecks if the time falls between two specified times.
  4. Time Is Not BetweenChecks if the time is outside the specified time range.
  5. Time IsChecks if the time matches the specified time.
  6. Time Is NotChecks if the time does not match the specified time.
Time on previous day
  1. Is Previous Day BeforeChecks if the time on the previous day is earlier than a specified time.
  2. Is Previous Day AfterChecks if the time on the previous day is later than a specified time.
  3. Is Previous Day BetweenChecks if the time on the previous day is within a specified time range.
  4. Is Previous Day Not BetweenChecks if the time on the previous day is not within a specified time range.
  5. Is Previous Day AtChecks if the time on the previous day matches a specified time.
  6. Is Previous Day Not AtChecks if the time on the previous day does not match a specified time.
Time on current day
  1. Is Current Day BeforeChecks if the time on the current day is earlier than a specified time range.
  2. Is Current Day AfterChecks if the time on the current day is later than a specified time range.
  3. Is Current Day BetweenChecks if the time on the current day is between a specified time range.
  4. Is Current Day Not BetweenChecks if the time on the current day is outside a specified time range.
  5. Is Current Day AtChecks if the time on the current day matches a specified time.
  6. Is Current Day Not AtChecks if the time on the current day does not match a specified time.
Time on next day
  1. Is Next Day BeforeChecks if the time on the next day is earlier than a specified time.
  2. Is Next Day AfterChecks if the time on the next day is later than a specified time.
  3. Is Next Day BetweenChecks if the time on the next day is within a specified time range.
  4. Is Next Day Not BetweenChecks if the time on the next day is outside a specified time range.
  5. Is Next Day AtChecks if the time on the next day matches a specified time.
  6. Is Next Day Not AtChecks if the time on the next day does not match a specified time.
Boolean Comparison
  1. True:  Checks if logical TRUE value is returned
  2. False: Checks if logical FALSE value is returned
The following table lists the operators that can be used with the corresponding field types to form a rule criteria in the If section:


   Field Types
   Supported Operators
Name
  1. Is Empty
  2. Is Not Empty
  3. Contains
  4. Not Contains
  5. Contains Any Of
  6. Contains None Of
Name - First
Name - Last
  1. Is
  2. Is Not 
  3. Is Empty
  4. Is Not Empty
  5. Is Any Of
  6. Is None Of  
  7. Contains
  8. Not Contains
  9. Contains Any Of
  10. Contains None Of
Single Line
Multi Line
Phone
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Contains
  6. Not Contains
  7. Starts With
  8. Ends With
  9. Is Any Of
  10. Is None Of
Number
Decimal
Currency
Rating
Formula
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Less Than or Equal To
  8. Greater Than or Equal To
  9. Between
  10. Is Any Of
  11. Is None Of
Website
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
  7. Is Any Of
  8. Is None Of   
Address
  1. Is Empty
  2. Is Not Empty
  3. Contains
  4. Not Contains
  5. Contains Any Of
  6. Contains None Of
Address - Street Address
Address - Address Line 2
Address - City
Address - State/Region/Province
Address - Postal/Zip Code
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Contains
  6. Not Contains
  7. Is Any Of
  8. Is None Of
  9. Contains Any Of
  10. Contains None Of
Address - Country
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Is Any Of
  6. Is None Of
Email
Website
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
Date
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
  8. Not Between
  9. Is Any Of
  10. Is None Of
  11. Greater than or Equal to
  12. Less than or Equal to
  13. Day Is
  14. Day Is Not
  15. Is Previous Day
  16. Is Current Day
  17. Is Next Day
  18. Is Before [x] Day(s)
  19. Is After [x] Day(s)
  20. Is Previous Week
  21. Is Current Week
  22. Is Next Week
  23. Is Previous Month
  24. Is Current Month
  25. Is Next Month
  26. Is Previous Year
  27. Is Current Year
  28. Is Next Year
  29. Month Is
  30. Year Is
  31. Is in the Past
  32. Is in the Future
  33. Is Any of Selected Days
  34. Is None of Selected Days
  35. Is Any of Selected Months
  36. Is None of Selected Months

Date-Time
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
  8. Not Between
  9. Is Any Of
  10. Is None Of
  11. Greater than or Equal to
  12. Less than or Equal to
  13. Day Is
  14. Day Is Not
  15. Is Yesterday
  16. Is Today
  17. Is Tomorrow
  18. Is Before [x] Day(s)
  19. Is After [x] Day(s)
  20. Is Previous Week
  21. Is Current Week
  22. Is Next Week
  23. Is Previous Month
  24. Is Current Month
  25. Is Next Month
  26. Is Previous Year
  27. Is Current Year
  28. Is Next Year
  29. Month Is
  30. Year Is
  31. Is in the Past
  32. Is in the Future
  33. Is Any of Selected Days
  34. Is None of Selected Days
  35. Is Any Of Selected Months
  36. Is None Of Selected Months
  37. Is Previous Day Before
  38. Is Previous Day After
  39. Is Previous Day Between
  40. Is Previous Day Not Between
  41. Is Previous Day At
  42. Is Previous Day Not At
  43. Is Current Day Before
  44. Is Current Day After
  45. Is Current Day Between
  46. Is Current Day Not Between
  47. Is Current Day At
  48. Is Current Day Not At
  49. Is Next Day Before
  50. Is Next Day After
  51. Is Next Day Between
  52. Is Next Day Not Between
  53. Is Next Day At
  54. Is Next Day Not At
  55. Time Is Before
  56. Time Is After
  57. Time Is Between
  58. Time Is Not Between
  59. Time Is
  60. Time Is Not
Time
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Less Than
  6. Greater Than
  7. Between
Decision Box
Terms and Conditions
  1. True
  2. False
Radio
Dropdown
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
  5. Starts With
  6. Ends With
  7. Other Choice Is Not Empty
  8. Is Any Of
  9. Is None Of

Multiple Choice
Checkbox
Image Choices
  1. Contains
  2. Not Contains
  3. Is Empty
  4. Is Not Empty
  5. Contains Any Of
  6. Contains All Of
  7. Contains None Of

Matrix Choice
  1. Is
  2. Is Not
  3. Is Empty
  4. Is Not Empty
Slider
  1. Is
  2. Is Not
  3. Less Than
  4. Greater Than
  5. Less Than or Equal To
  6. Greater Than or Equal To
  7. Between
Signature
  1. Is Empty
  2. Is Not Empty

Refer to the FAQs on performing calculations using conditional formula.

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