Do you need to calculate values dynamically based on data entered by recipients in your Docusign eSignature documents? Are you looking for a way to automate calculations like totals or durations without manual input?

Formula fields in Docusign allow you to build formulas that calculate values based on other Docusign fields. This feature is particularly useful for scenarios such as calculating a total amount or the number of days based on data entered by a recipient in previous fields.

In this Trainer Tip video, Sr. Product Trainer Markus Duesterhoeft demonstrates how to configure formula fields to automate calculations in your documents. Learn how to set up formula fields, customize data labels, and test your envelope to ensure the calculations work correctly.

Key Takeaways:

1. Create a New Envelope or Template: Start by adding your documents and recipients.
2. Prepare Text Fields: Set up text fields for data entry, such as Name, Address, Product Name, and Price. Make fields read-only if necessary.
3. Customize Data Labels: Use descriptive data labels for easier reference in formula fields.
4. Add Formula Fields: Set up formula fields to calculate values based on other fields. Use the dropdown to select relevant fields and mathematical operators.
5. Specify Decimal Places: Adjust the number of decimal places for precision.
6. Test formulas: Test the envelope in a developer environment to ensure the formula fields calculate correctly.

Remember, formula fields won't calculate in the preview mode, so testing the envelope is crucial to verify the functionality.

Additional Resources:

For further information about configuring formula fields, check out the following articles: 

• Add a Formula Field to a Document
• Which Field Types Can Be Used in Formulas? 
  Numbers, Text, Date Signed, Dropdown, Formula
• Mathematical Operations in Formulas
• Calculating Days and Dates

We also have instructor-led courses on many other topics. Please visit our live training calendar and register for a course today!

Continue the Conversation

How have you or your team used formula fields in Docusign? Do you find the automated calculations helpful or do you need some help? We’d love to hear your thoughts! Feel free to share your experiences or ask any questions in the comments below.