In-Depth Instructions

Step 1 – Navigate to the proper management page.

Step 2 – Click on the "Question Settings" button and select "Calculations" from the drop-down menu.

Step 3 – You will see the following options:

  1. Return button - Return to managing the TouchPoint, referral form, or collection type.

  2. New Calculation - Create a new calculation.

  3. Search/Filter - You can search through all calculations for that particular form by either the calculation name or the questions used in the calculation.

  4. Edit - Edit the calculation.

  5. Disable - Disable the calculation.

  6. Delete - Delete the calculation.

Step 4 – Click the "New Calculation" button.

Step 5 – Give the calculation a descriptive name.

Step 6 – Select the first question to include in the calculation from the drop-down menu.

  • Only questions with numeric/weighted answers or date answers will appear.

  • For date answers, the calculation will find the difference between two dates or populate a date field as a result of a calculation with the first date and a numeric answer.

Step 7 – Alternately, a constant number can be included in a calculation if Number is chosen from the Question/Number drop-down menu.

Step 8 – Select the calculation to do with this number and the number that will be provided next. Calculations available include:

  • Addition

  • Subtraction

  • Multiplication

  • Division

  • Percentage

  • Equal to

Step 9 – A second question can be added by pressing the plus (+) sign to the right of the operation drop-down menu.

  • You can also get rid of a question by selecting the minus sign (-) to the right of a operation.

Step 10 – Repeat Steps 6 - 9 until all questions and operations needed for the calculation are included.

Step 11 – For the last question included in the calculation, the operator must be selected as Equals.

Step 12 – Select to either populate an existing question with the result of the calculation or create a new, separate field for the result to appear in.

  • Selecting "New Question" will take you to a screen to create a new question for the calculation to populate.

Step 13 – If you selected "Existing Question", choose the question from the drop-down menu. If you created a new question, it should be automatically selected.

Step 14 – Check the "Display a Calculate button" box if you would like to display a calculate button that needs to be manually clicked by the User.

  • The default is to have the calculation done automatically.

Step 15 –  Check the box if you would like to allow Users to overwrite the calculation result in the corresponding field.

  • By default the User is not able to change the result.

  • In both cases the User will see the result of the calculation.


Quick-Reference Guide

Step 1 – Navigate to the proper management page.

Step 2 – Click on the "Question Settings" button and select "Calculations" from the drop-down menu.

Step 3 – You will see the following options:

  1. Return button - Return to managing the TouchPoint, referral form, or collection type.

  2. New Calculation - Create a new calculation.

  3. Search/Filter - You can search through all calculations for that particular form by either the calculation name or the questions used in the calculation.

  4. Edit - Edit the calculation.

  5. Disable - Disable the calculation.

  6. Delete - Delete the calculation.

Step 4 – Click the "New Calculation" button.

Step 5 – Give the calculation a descriptive name.

Step 6 – Select the first question to include in the calculation from the drop-down menu.

Step 7 – Alternately, a constant number can be included in a calculation if Number is chosen from the Question/Number drop-down menu.

Step 8 – Select the calculation to do with this number and the number that will be provided next.

Step 9 – A second question can be added by pressing the plus (+) sign to the right of the operation drop-down menu.

Step 10 – Repeat Steps 6 - 9 until all questions and operations needed for the calculation are included.

Step 11 – For the last question included in the calculation, the operator must be selected as Equals.

Step 12 – Select to either populate an existing question with the result of the calculation or create a new, separate field for the result to appear in.

Step 13 – If you selected "Existing Question", choose the question from the drop-down menu. If you created a new question, it should be automatically selected.

Step 14 – Check the "Display a Calculate button" box if you would like to display a calculate button that needs to be manually clicked by the User.

Step 15 – Check the box if you would like to allow Users to overwrite the calculation result in the corresponding field.

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