Add a Table with Calculations

I want to add the Table with Calculations in the attached pdf link onto this form: https://form.jotform.com/242954983860168.

How do I do that?

Best,

Eva

Hi Eva,

Thanks for reaching out to Jotform Support. If I understand correctly, do you want to attach a PDF to the Notification Email? If so, here's how to do it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings tab.

2. In the menu on the left side of the page, click on Emails.

3. Hover your mouse over the Notification Email element and click on the Pencil icon.

4. Click on the Advanced tab, toggle Attach PDF to the On position, and select the PDF file you created.

5. Now, scroll down, click on Save, and you're done.

Give it a try and let us know if you need any more help.

Sorry, I think there is a misunderstanding. I don't want to add a pdf attachment.

I want to create a table on the jotform that works exactly like the one on pdf I linked.

Hi Eva,

I was unable to open the PDF link you shared. Can you perhaps share with us a screen recording instead that shows the table you want to create? You can share the video recording on any public sharing platform like Google Drive or Dropbox, or you can simply use Loom to record the video and share the video link with us.

After we hear back from you, we’ll have a better idea of what’s going on and how to help.

https://drive.google.com/file/d/198-UHVW8bB20MKrDCDKgEA4VSk5wr2TU/view?usp=sharing

Hi Eva,

Based on the screen recording you shared, this is possible using the Input Table element with Conditions. Let me show you how to do it:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

2. On the left panel, click on Conditions.

3. Click on Add Condition and select Update/Calculate Field.

4. Add the condition to calculate the first row's Total as shown in the screencast below.

5. Click on Save when you're done.

Here's a screenshot of the condition:

Do the same thing for the rest of the rows. Now, let's do the summation of Total:

1. Add another condition by clicking on Add Condition again and selecting Update/Calculate Field.

2. Add the condition to get the sum of the Total as shown in the screencast below.

5. Click on Save when you're done.

Here's a screenshot of the condition:

Here's a sample result:

As for the Date, the Input Table element only lets you choose Single Choice, Checkbox, Textbox, and Dropdown, so you can use the Textbox type to let the respondent enter the date. Here's my demo form that you can clone and check out.

Let us know if there’s anything else we can help you with.

Is there another table widget so you can select currency for some of the columns and a date for the date column?

Hi Eva,

You can use a Configurable List widget if you want to have a Date format but the widget does not include a currency type. This is also different from Input Table since you can't use calculations with conditions using this widget. If you want to include Dates and Currency, then you can use the basic elements instead. It would not be in a table format though. It will be formatted like this:

If you are okay with this, then here's how to do it:

1. On the left panel, click on the Date Picker element and Short Text element.

2. Under the Widgets tab, click twice on Form Calculation to add two to the form.

3. Select the 4 elements and right-click on them, then select Shrink.

4. For the Rate, click on the wand icon and add a dollar sign for currency. Make sure it is colored gray which indicates it is a string.

5. Click on Save when you're done.

6. For the Total, do the same and also add the formula for it, then click on Save.

7. Now, add as many rows as you want and just do the same steps as above.

8. Lastly, for the summation of Totals, on the left panel, under the Widgets tab, click on Form Calculation.

9. Enter the formula to get the summation of the Totals and click on Save when you're done.

And that's it. Here's also my demo form that you can clone and check out.

Reach out again if you need any other help.