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The More you Know – Equations for Form Calculation

Creating a fillable spreadsheet or invoice? Want to make sure that the person filling in the document doesn’t mess up the calculations? This is a good opportunity to use the calculation tools in PDFelement! You can easily set the text fields to calculate the sum, product, average, maximum, and minimum values. 
 
After months of seeing requests on the forum for the option to subtract and divide on forms, subtraction and division for form calculation has now been added to PDFelement Windows in version 6.8.0!  Hooray! 
 
Understandably, since these are new functions, there has been some confusion surrounding them. So, here is a quick guide on how to utilize the different form calculation tools: 
 
The Basics: 
Sum, Product, Average, Maximum, Minimum 
 
These calculation functions that have always been part of PDFelement. The process is relatively simple and similar: 
 
Step 1: Create or edit your forms under the “Form” tab. Make sure that the “Form Edit” button has been selected.  
 
Step 2: Once you have laid out your text fields and are ready to set the calculations, double click or right-click on the text field where you would like to display the total amount. This will bring up the “Properties” menu. 
 
Step 3: Select the “Calculate” tab in the properties menu. Select the second option and pick your method of calculation from the drop-down menu. 
 
Step 4: Select all the boxes on the form that contribute to that final text box. Click “OK” and close the Properties menu. Your commands have now been saved. 
 
 calc1.jpg
 
To test: Select the “Close Form Editing” icon and fill in your form. 
 
Sum sample: 
 calc4.jpg
 
New Form Calculation Operations: Subtraction and Division 
 
The steps for using subtr action and division are like those above. Once you go into the Properties menu, and go into the “Calculate” tab, choose the third option – “simplified field notation” – at the bottom and manually input the calculation formula. 
 
 calc3.jpg
 
Tips: 
  •  Use “-“ for subtraction and “/” for division 
  •  When making your own simplified field notation, make sure that the names of the text boxes match completely, including spacing and capitalization. Otherwise, the software won’t register the box. 
  • Some odd symbols may pop up when you use division (such as the example below), but don’t worry about this. Just continue to type in your numbers and the final total will appear once all the text fields have been filled. 

 calc4.jpg
 
This is how you can set up calculations in PDFelement for Windows. Any questions or tutorial requests? Comment below! 
 
We also have an online forum where you can get your PDFelement questions answered. See you there! 
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