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.


Overview

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

  1. The field(s) to be checked.
  2. The condition to be satisfied (is, is not, is empty, etc).
  3. 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:
  • Waive off a 50% discount on the total purchases on more than five shirts.
  • Calculate taxes based on the annual income range.
  • Offer a discount of 20$ upon the coupon code of  DISCOUNT20SPRING.
  • 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 the   icon. 
  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 d efault  expression. 
  7. To delete a condition, click the   icon. 

    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.


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.



Refer to the FAQs on performing calculations using conditional formula.

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