This guide provides instructions on how to add and configure a "Calculate" node in dynamic forms in OverIT's NextGen FSM platform. By configuring this node, you can automatically derive and display values based on predefined formulas, enhancing data accuracy and reducing manual input for users.
Before you begin
Ensure you have access to the dynamic forms configuration in the FSM product. This task assumes you are in the process of defining or modifying a dynamic form.
How to Add and Configure a Calculate Node
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Insert a Calculate Node: Within your dynamic form, add a new "Calculate" node where you want the calculated value to appear.
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Define the Calculation Expression:
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Access the properties of the newly added Calculate node.
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Locate the field for defining the expression or formula.
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Enter the mathematical or logical expression that will determine the node's value. This expression can reference other nodes within the same dynamic form (e.g.,
[Node1_ID] + [Node2_ID]). -
Use appropriate operators (
+,-,*,/,>,<,==, etc.) and, if necessary, built-in functions to define the calculation logic.
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Configure Dynamic Behavior using Expressions
While the Calculate node's primary function is to display a calculated value, its output can also be used to drive dynamic behavior in other nodes within the dynamic form.
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Access Expression Settings (for dependent nodes): For other nodes that you want to be affected by the Calculate node's value, locate their expression configuration sections.
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Define Conditions referencing the Calculate Node:
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To control visibility: Set conditions to make another node visible or hidden based on the calculated value (e.g.,
[CalculateNode_ID] > 10). -
To enforce mandatory input: Configure another node to become mandatory if the calculated value meets certain criteria.
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To pre-fill data: Define conditions to automatically pre-fill another node with the calculated value.
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To set read-only status: Specify conditions to make another node read-only based on the calculated value.
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After you finish
Once configured, the Calculate node will automatically compute and display its value based on the defined expression and the input from other fields. This read-only field will update in real-time, providing immediate feedback and ensuring data consistency.