In-Depth Instructions

Step 1 – Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, or Manage Referral Forms).

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

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.

  • 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.

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.

  • 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. If you created a new question, it should be automatically selected.

Step 14 – Check the box if you would like the calculation to display a Calculate button.

  • 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

  1. Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, or Manage Referral Forms)
  2. Click the Question Settings button
  3. Select Calculations from the drop-down
  4. You can edit, disable, or delete an existing calculation
  5. Click the New Calculation button
  6. Give the calculation a name
  7. Select the first question to include in the calculation
  8. Select the calculation from the drop-down
  9. Click the plus sign (+) to add another line
  10. Repeat steps 6 - 9 as needed
  11. The last question in the calculation must have an operator as Equals
  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.
  13. If you create a new question, you will be taken to the Add Question page
  14. Select either the existing answer or the new question from the drop-down
  15. Check the box if you would like to display a Calculate button
  16. Check the box if you would like users to overwrite the calculation result
Did this answer your question?