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.
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

  1. Is:  Checks 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
  12. Other Choice Is Not Empty:  Checks if a value is entered in the Other choice
  13. Is Any Of:  Checks if any of the choices chosen in the condition match
  14. Is None Of:  Checks if none of the choices chosen in the condition match
  15. Less Than:  Checks if a number is less than a given value
  16. Greater Than:  Checks if a number is greater than a given value
  17. Less Than or Equal To:  Checks if a number is less than or equal to a given value
  18. Greater Than or Equal To:  Checks if a number is greater than or equal to a given value
  19. Between:  Checks if a number/date is between 2 given values
  20. True:  Checks if logical TRUE value is returned
  21. 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
   Contains
   Not Contains
   Is Empty
   Is Not Empty
   Single Line, Multi Line, Phone
   Is
   Is Not
   Is Empty
   Is Not Empty
   Contains
   Not Contains
   Starts With
   Ends With
   Number, Decimal, Currency,     Rating, Formula   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
   Less Than or Equal To
   Greater Than or Equal To
   Between
Address
   Contains
   Not Contains
   Is Empty
   Is Not Empty
Email, Website   Is
   Is Not
   Is Empty
   Is Not Empty
   Starts With
   Ends With
Date, Date-Time
   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
   Between
Time
   Is
   Is Not
   Is Empty
   Is Not Empty
   Less Than
   Greater Than
Decision Box
   True
   False
Terms and Conditions
   True
   False
Radio, Dropdown
   Is
   Is Not
   Is Empty
   Is Not Empty
   Starts With
   Ends With
   Other Choice Is Not Empty
   Is Any Of
   Is None Of

Multiple Choice, Checkbox, Image Choices   Contains
   Not Contains
   Is Empty
   Is Not Empty
   Contains Any Of
   Contains All Of
   Contains None Of

Matrix Choice   Is
   Is Not
   Is Empty
   Is Not Empty
Slider
   Is
   Is Not
   Less Than
   Greater Than
   Less Than or Equal To
   Greater Than or Equal To
   Between


Refer to the FAQs on performing calculations using conditional formula.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • Field Rules

                                                                                      Using the Field Rules, you can choose to show or hide certain form fields to your respondents based on their responses. This way, you can let your respondents view only the fields relevant to them while they fill out your form and customize the form ...
                                                                                    • Page Rules

                                                                                      With Page Rules, you can direct your form respondents to a specific page in your multi-page form based on their responses. This way, you can let your respondents view only the pages relevant to them while they fill out your form. For example, if you ...
                                                                                    • Using Rules to Automatically Assign Tasks

                                                                                      You can configure rules to automatically assign tasks to your users as soon as a form entry comes in. The records will be assigned as tasks if they satisfy the defined conditions. To do so, In your form builder, navigate to Rules tab > Form Rules and ...
                                                                                    • Form Rules

                                                                                      With the Form Rules, you can choose to trigger different actions upon form submission if the defined conditions are satisfied. You can automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...
                                                                                    • Terms and Conditions Field

                                                                                      Whenever you collect users' data via forms on your websites, blogs, or e-commercials, it is recommended that you have your user's consent before you share their data to avoid any legal disputes, privacy concerns, or security risks. To allow users to ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources