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.

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.

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.
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,
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.

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.

Examples

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

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

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

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.

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