How to use formula fields in Zoho Writer
Overview
Zoho Writer allows you to insert formulas in documents to perform calculations on the fly. You can add formulas in paragraphs, tables, and merge and fillable templates. These formulas can be manually updated by the user.
Steps
How to add formula in a paragraph
- Open the document where you wish to add the formula.
- Click the hamburger icon, go to the Fields tab --> Dynamic Fields --> Formula.
- In the New Formula dialog that opens:
- Choose the desired function from the Choose Function drop down and the + icon to select the fields, to configure the desired formula.
- Choose the Format Number option to format the formula result.
- Click Insert.
How to add formula to a table
- Click the table cell where you wish to add the formula.
- Click the hamburger icon, go to the Fields tab --> Dynamic Fields --> Formula.
- In the New Formula dialog that opens:
- Choose the desired function from the Choose Function drop down and the + icon to select the fields, to configure the desired formula.
- Choose the Format Number option to format the formula result.
- Click Insert.
Note: You can also click the Table Settings when hovering over the table and choose the Formula option in the Table Options panel to insert a formula.
How to add formula in merge templates
You can insert formulas in repeat blocks in merge templates to automatically perform calculations based on the number of rows being added.
Steps
- Click the table cell in the repeating region where you wish to add the formula.
- Click the hamburger icon, go to the Fields tab --> Dynamic Fields --> Formula.
- In the New Formula dialog that opens:
- Choose the desired function from the Choose Function drop down and the + icon to select the fields, to configure the desired formula.
- Choose the Format Number option to format the formula result.
- Click Insert.
Note: You can also click the Table Settings when hovering over the table and choose the Formula option in the Table Options panel to insert a formula.
How to add formula in fillable templates
You can insert formulas in fillable templates to dynamically calculate the values based on the filled responses.
Steps
- Place the cursor in the fillable template where you wish to add the formula.
- Click the hamburger icon, go to the Fields tab --> Dynamic Fields --> Formula.
- In the New Formula dialog that opens:
- Choose the desired function from the Choose Function drop down and the + icon to select the fields, to configure the desired formula.
- Choose the Format Number option to format the formula result.
- Click Insert.
Note: You can also click the Automate tab and click Formula under the Advanced Fields heading.
Troubleshooting
1. Error/Symptom: Cannot format the formula's output. For example, the formula returns 10000, but I need it as 10,000.
Reason: This might happen if the formula's Number Format is not configured correctly.
Solution: Please ensure the Number Format for the formula is configured correctly.
2. Error/Symptom: Unable to format the formula's result like 122 to $122.00 with currency and decimals.
Reason: It could mostly be because the Number Format is not configured correctly.
Solution: Check the Number Format configured for the formula.
3. Error/Symptom: When I use formulas in documents, the formatting breaks. The formula should return $4.250,00 but it returns 4.25.
Reason: The most common reason is the document's locale is not configured correctly.
Solution: Set the appropriate document locale to apply the correct currency.
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