Calculated Fields

Calculated fields are variables that allow you to create dynamic content based on respondents' answers. They are useful for tasks such as calculating the total price on a payment form, summing up quiz scores, or assigning values like lead statuses to respondents.

Calculated fields are free for all Kiteform users.

What is a Calculated Field?

A calculated field lets you dynamically calculate values based on the inputs from respondents. Here are some examples:

• Scoring Quizzes: Assign points to each answer and kiteform them for a final score.
• Personality Quizzes: Determine an outcome based on the most selected category.
• Pricing Calculators: Allow respondents to select products or services and dynamically calculate the total cost.
• Conditional Redirects: Use calculated fields with conditional logic to direct respondents to different pages based on their responses.
• Lead Qualification: Assign a lead status or label based on the respondents' answers.

Creating a Calculated Field

1. Insert a Calculated Field: Type /calculated field in your form editor to insert a calculated field block. It’s best to place calculated fields at the top of the form.

2. Name Your Field: Assign a name to your calculated field for easy reference in calculations later.

3. Select Value Type: Choose whether the value will be text or numeric.

4. Set Initial Value: Provide an initial value (zero for numbers or leave blank for text).

Adding Conditional Logic

1. Insert Conditional Logic: Type /logic to insert a conditional logic block beneath your calculated field block. Only you can see these blocks; they are invisible to respondents.

2. Add Calculate Action: Use the conditional logic to perform multiple actions. For calculated fields, select the Calculate action.

Numeric Operations

• Add a Value: Increase the field value.
• Subtract a Value: Decrease the field value.
• Multiply with a Value: Multiply the field value.
• Divide with a Value: Divide the field value.

Textual Operations

• Assign a Value: Add a text value, such as a label or status.
• Concatenate Values: Combine values into one string (e.g., combining first and last names into a full name field).

Currently, calculations on date blocks are not available.

Example Setup

Let's say respondents can choose between two products. When they select "Apple," add $2 to the price. When they select "Pear," add $3. Follow these steps:

1. Add Checkbox Block: Type /checkboxes and label it “Choose a product.”
2. Insert Calculated Field: Type /calculated fields and name it “price.”
3. Select Number: Leave the initial value blank or set it to zero.
4. Add Conditional Logic:
   • Condition: When the answer to "Choose a product" contains "Apple ($2)"
   • Action: Calculate the "price" field and add 2.
   • Repeat for "Pear ($3)."

Using Calculated Fields

By default, calculated values are not visible in your form but can be found in the Submissions tab. To display them in your form, type @ and select the calculated field from the dropdown. You can also use them in payment forms or for dynamic redirects.

Dynamic Pricing in Payment Forms

Use calculated fields to dynamically calculate prices based on respondents' answers:

1. Insert Payment Form: Type /payment to add a payment form.
2. Select Calculated Field: Choose your calculated field from the Price dropdown menu.

Redirect to Different URLs

Redirect respondents to various websites, landing pages, or kiteform forms upon form completion using calculated fields and conditional logic. This can create an interactive experience, allowing for more comprehensive lead capture.

Dynamic Email Notifications

Customize email notifications using calculated fields. Adjust the email body or recipient based on calculated values.