❔ Catch-up quick
Formulas apply mathematical logic to your Template’s fields. These formulas will automatically calculate when your Form Users fill out Forms.
There are two types of formulas - field-level calculations, and Template-level Form logic.
In the Formula Editor you’ll write and edit your formulas, access information about the available syntax, and test your formula with a variety of values.
With GoFormz Assistant - an AI chatbot - Advanced and Enterprise account users can generate formulas using plain English. Use this assistant to refine your formula syntax, generate and apply formula suggestions, and test ideas.
Always review and test your formulas before you use them.
Formulas - and their associated calculations - apply field-level mathematical logic to your Templates. There are two types of formulas. . .
Field-level calculations (or calculated fields) use field values to compute mathematic outputs.
Form logic defines Template-based rules which impact a Form User’s experience. Form logic formulas operate at the Template level.
When a Form User fills out a Form, your formulas are automatically calculated based on Form User responses.
With the AI Formula Builder, you’ll chat with an AI agent - called GoFormz Assistant - to generate formulas. GoFormz Assistant supports your understanding of what you need to with your data with its understanding of how to write formulas based on your Template’s fields and data.
🗒️ Note: GoFormz is committed to the security and privacy of your data. We take this responsibility seriously, and utilize the best tools and engineering practices to ensure that your data is safe.
With the Formula Editor, you’ll write, refine, and test your formulas as you write them.
Write formulas in the Formula Editor
In the Formula Editor workspace, you’ll write, review, and test your formulas.
Access the Formula Editor within the Template Editor. Select the field for which you want to write a formula. In the field’s Properties panel, click the formula button next to the appropriate property.
Your selected fields will display as the name of the Formula Editor's primary sub-panel. This is where you’ll enter your formula’s syntax.
🗒️ Note: If your formula is invalid, you’ll find information about what’s wrong with the syntax in the sub-panel’s lower left-hand corner.
After you write and test your formula, click Save to apply it to your property.
🗒️ Note: If you want a field to always have the same value, enter the value here to hard code it into the field.
Available functions provides a dynamic list of available operators - including available functions, variables, and fields. Your suggestions are context-based, displaying different operators based on where you access the Formula Editor.
You’ll also find a description, syntax example, and live example within this sub-panel.
❔ Catch-up quick
A function is a predefined calculation within a formula. Functions calculate the values that you provide according to their built-in process.
These functions - along with values, and mathematical operators - make up your formula syntax.
Function types include logic, math, date, text, lookup, number, and Template.
When you select an option from the Available Functions list, your selected function will populate within your formula.
In the Test Formula panel, you’ll input values that your Form Users might enter to verify that your formula calculates as you’d expect.
🗒️ Note: If your formula includes permission-specific settings - like filtering Form User options based on their Groups - your Form Preview experience will differ from your Form User’s experience, as the functionality will reflect your Groups and permissions.
While the Formula Editor contains educational resources, Advanced and Enterprise tier accounts also have access to a sophisticated AI assistant available within their accounts.
Click Generate formula with AI to create a formula using the GoFormz Assistant.
Generate formulas with GoFormz Assistant
Prompt an AI chatbot (called GoFormz Assistant) to generate and understand formulas using plain English.
While GoFormz Assistant offers you an adept resource in your data management processes, you remain the expert authority on what’s best for your account.
Reposition the GoFormz Assistant window at any time when you select the side panel icon in the GoFormz Assistant panel’s upper right-hand corner. Here, you can select alternative positions.
GoFormz Assistant is trained to understand how GoFormz works. Enter your prompts in plain English to generate formulas.
Additionally, GoFormz Assistant can break down formula logic for you so that you always know what to expect from your Templates and Forms.
💡As an example,
GoFormz Assistant offers innumerable solutions, and that can be daunting. Three examples to consider when learning how to prompt GoFormz Assistant include matters of compliance, onboarding, and discount application logic.
Compliance
A safety coordinator’s Form includes the question “Were there any incidents on site?”. If their Form User selects “Yes” in response, they want to make the corresponding “Comments” field required.
This person can prompt GoFormz Assistant by saying. . .
”Make the comments field required if the incident question is answered ‘Yes’.”
GoFormz Assistant would then generate the correct formula with the appropriate conditional logic.
Onboarding
A new employee takes over the task of managing their organization’s GoFormz account. They come across a complex formula when editing a Template.
This person can prompt GoFormz Assistant by asking. . .
”What does this formula do?”
They’ll receive a response that breaks down the logic, purpose, and behavior of the formula, saving them the time of trying to analyze the formula.
Mathematical logic
A manager wants to apply a 10% discount when a customer’s order exceeds $500.
This person can prompt GoFormz Assistant by saying. . .
”If the total is more than 500, apply a 10% discount.”
GoFormz Assistant will generate a conditional expression for the user.
A couple of tips for success in using GoFormz Assistant include. . .
Talk to GoFormz Assistant like you’d talk to your co-workers. As a chatbot, it understands plain, direct language.
If you generate a formula, and then want to generate another formula for other fields, you should first close GoFormz Assistant and start a new chat session.
A new interaction helps GoFormz Assistant approach your prompts with clearer context.
🗒️ Note: Custom functions and xlookup formulas are not currently supported by GoFormz Assistant formula generator.
As with all AI-generated resources, you must always review and verify the output. Remember - you can test your formulas inside the Formula Editor.
GoFormz Assistant is an effective partner that can support you, but it cannot replace your knowledge and expertise when it comes to your data.
Related topics
Reduce the number of manual steps required to build a new Template when you add fields to your Template using AI.
Learn how to optimize your account permissions.
Narrow the options available to your Form Users when you filter the options based on their Group.