Calculate Totals and Scores Inside a Form
Math calculations let a form or survey add up answers in real time, handy for quotes, budgets, self-assessments and lead scoring.
Fields you can use
Number and Monetary fields, plus option-based fields where each choice carries its own score: Radio Select, Checkbox, Single Dropdown and Multi Dropdown.
Set it up
- Open the form or survey in the builder.
- From Quick Add, drag the Score field onto the canvas.
- For each option in radio, checkbox or dropdown fields, enter a numeric score.
- Open the Score field's calculator and build the formula by picking the number or monetary fields and operators.
- Click anywhere inside the formula to edit it in place; use the arrow keys to move, Home and End to jump, so you never retype it all.
- Switch to Preview and change answers; the total updates immediately.
- Save.
Put the result to work
A score can drive Conditional Logic: redirect high scorers to a booking page, disqualify low scorers, or reveal extra questions. The value can also be mapped to a contact custom field for use in Workflows.
Example uses
- A service estimator that totals selected add-ons.
- A readiness checklist that scores each answer.
- Lead qualification where budget and timeline earn points.
Good to know: Any custom field with "score" in its name is automatically treated as a scoring field, so name unrelated fields carefully.
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