In-Depth Instructions
Step 1 – Navigate to the proper management page.
Navigation Bar > "Site Administration" > Manage TouchPoints, Manage Collection Types, or Manage Referral Forms
Step 2 – Click on the "Question Settings" button and select "Calculations" from the drop-down menu.
Step 3 – You will see the following options:
Return button - Return to managing the TouchPoint, referral form, or collection type.
New Calculation - Create a new calculation.
Search/Filter - You can search through all calculations for that particular form by either the calculation name or the questions used in the calculation.
Edit - Edit the calculation.
Disable - Disable the calculation.
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.
