Creating Calculations on a Form Step

Need your form to do the math for you? Whether you're building an order form, calculating age, or tracking the number of days between two dates, Streamline makes it easy to add self-calculating fields directly to your form.

This guide will walk you through how to create numeric and date-based calculations using Short Answer or Number fields.

How to Add a Calculating Field

In the Build tab, drag a Short Answer or Number field into your form. Click on the field to open its settings. On the left panel under Settings, click set up a Calculation.

Choose your calculation type:

Numeric (for totals, prices, etc.)

Date (for days between dates, age, etc.)

Use the Default Value (Calculation) area to build your formula using available fields and math operators.

You can insert field references, numbers, and symbols like +, -, *, and / to build your equation.

Example: Creating a Total Cost Calculation

Let’s say you’re calculating a total cost using a Subtotal and Tax field:

Insert both fields into the form & create a Number field called Total.

Under the calculation settings of that field, you can add the fields together. For example, set:

Subtotal + Tax

Creating Date-Based Calculations

You can also calculate differences between dates, such as number of days or age.

Steps:

Add two Date/Time fields & a Number or Short Answer field.

In that field’s settings for Total, scroll down and select Use Date Calculation.

Set the fields:

Value 1: Start date or current date

Value 2: End date (or birthdate)

Expected result in: Days, months, or years

Example: Calculating Age

Value 1: Current date

Value 2: Birthdate field

Result in: Years

Example: Days Between Dates

Value 1: Check-in date

Value 2: Check-out date

Result in: Days

Notes & Tips

Unique Values for Logic: If you're using calculations for logic or emails, ensure each option value is unique (e.g., 2, 3, 4).

Logic & Email Triggers: If values like 2, 2.0, and 2.00 are treated the same in logic rules or emails, ensure you're using distinct values when necessary.

Form Updates: If a calculation breaks after a form update, re-check or recreate the logic.