How to add a conditional shipping fee to the product?

I have an order form that I would like to offer deliver or pick up and if delivery is chosen I would like to add shipping is this possible

Hi Thomas,

Yes, you can add a shipping charge if delivery is chosen on your order form. In Jotform, you can enable the shipping option in the payment settings of your form. You can set shipping charges either per product item or as a flat rate per transaction.

Here’s how to do it:

1. Open your form in Form Builder.
2. Click on the payment field and open Payment Settings.
3. Go to the Shipping tab and enable shipping.
4. Choose whether to charge shipping per product or as a flat rate.

The form will then automatically calculate and add the shipping fee when delivery is selected.

Let me know if you need more details on setting this up.

I have done this but I always have shipping added, how do I include an option for pick up or shipping

Hi Thomas,

To offer both pickup and delivery with shipping charges only for delivery, add a multiple-choice field for users to select "Pickup" or "Delivery." Then, use conditional logic to apply the shipping fee only when "Delivery" is selected.

Here’s how:

1. Add a single or multiple-choice field with options for Pickup and Delivery.
2. Go to Settings > Conditions > Update/Calculate Field.
3. Create a condition to add shipping cost only if Delivery is selected.

This way, shipping charges won’t be added if Pickup is chosen.

can you show me more detail on how to create a condition to add shipping cost only of delivery is selected.

I have have set this up but I get a calculate field value

Hi Thomas,

To create a condition for adding shipping cost only when Delivery is selected, follow these steps:

1. Add a Form Calculation widget to hold the shipping cost.
2. Go to Settings > Conditions > Update/Calculate Field.
3. Create a new condition: If Delivery is selected, set the calculation field to your shipping amount; otherwise, set it to 0.
4. In your payment settings, set the shipping cost to use the value from the calculation field.

This setup ensures shipping is charged only for Delivery.

how do I open payment settings to set shipping cost to calc field value

Hi Thomas,

To open Payment Settings and set shipping cost to use the calculation field value, follow these steps:

1. Open your form in Form Builder.
2. Click on your payment field.
3. Click the wand icon or gear icon to open Payment Settings.
4. Go to the Shipping tab.
5. Choose the option to set shipping cost from a field, then select your Form Calculation widget.

This links the shipping cost to your calculation field value.

where is the payment field

Hi Thomas,

The payment field is the payment integration element you added to your form, like PayPal, Stripe, or Square. You can find it in your form by looking for the payment widget, usually labeled with the payment provider's name.

To locate it:

1. Open your form in Form Builder.
2. Look for the payment integration field in your form's list of fields.
3. Click on it to access its settings.

If you haven't added a payment field yet, you can add one from the Payments tab in the Form Elements panel.

cant find payment settings, connected with square

Hi Thomas,

Since you’re using Square, open your form in Form Builder, then click on the Square payment field. You should see a small wand or gear icon—click that to open Payment Settings.

If you don’t see it, try removing and re-adding the Square payment field from the Payments tab. This will reset the settings and make the options visible.

no wand no gear, wont reset

Hi Thomas,

If you don’t see the wand or gear icon on the Square payment field, it might be a limitation of the Square integration in Jotform. In this case, you can manage shipping fees by using a separate Form Calculation widget and conditional logic to add shipping costs manually, then include that in your total calculation.

This way, you control shipping charges without relying on the built-in shipping settings of the payment field.

how do add the shipping cost from the form calculation

Hi Thomas,

To add the shipping cost from the Form Calculation widget to your total, follow these steps:

1. Add a Form Calculation widget with your shipping cost logic.
2. Add another Form Calculation widget for the total amount.
3. Set the total calculation widget to sum your product prices plus the shipping cost widget value.
4. Use this total widget value as the payment amount in your payment integration settings.

This way, your form calculates shipping separately and includes it in the final payment.

not good it wont itemize shipping

Hi Thomas,

If you need shipping to be itemized separately, you can add a separate product field for shipping with the shipping cost as its price. Then, use conditional logic to show or hide this shipping product based on the delivery option selected.

This way, shipping appears as a separate item in the order summary.

Hi Thomas,

Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

Hi Thomas,

Thanks for reaching out to Jotform Support. If I understand correctly, you want to itemize the products on the workaround we've provided to insert a shipping fee into your Square Integration widget's total amount. Is that right? If so, you can use the Form Calculation widget to add a shipping fee to your product price based on the selected option of the user and then use that value for your Square integration widget. Let me show you how to do it:

1. In Form Builder, click on Add Element on the upper left side of the page.

2. Drag and drop a Single Choice widget from the left side of the page to your form.

3. Click on the Widgets tab on the upper left side of the page, and drag and drop a Form Calculation widget from the left side of the page to your form.

4. Copy the options on the Single Choice widget below:

5. Click on the Gear icon of your Single Choice widget.
6. Click on the Options tab on the upper right side of the page.
7. Toggle on the switch for Calculation Values on the right side of the page.
8. Insert your shipping fee amount on the options under Calculation Values on the right side of the page.

9. Repeat the same steps to create a Single Choice widget for your products.

After that, let's insert those fields into your Form Calculation widget's formula:

1. Click on the Wand icon of your Form Calculation widget.
2. Copy the Form Calculation widget formula on the screenshot below.
3. Click on Save on the right side of the page.

Now, let's use the Form Calculation's value as an amount for your payment field:

1. Click on the Wand icon of your Square Integration widget.
2. In Payment Type on the right side of the page, select User Defined Amount.
3. In Get Price From on the right side of the page, select your Form Calculation widget.
4. Click on Save on the lower right side of the page.

That's it. Let us know if you have any other questions.

If I use the user defined amount The products disappeared
...

If I use the user defined amount then all my products are gone

Hi Thomas,

That’s right. With the suggested method, you’ll need to create your products outside of the Square payment field. You can use a Single Choice field if you want users to select just one product, or a Multiple Choice field if you'd like to let them choose more than one.

I went ahead and cloned my colleague’s form, so you can test it out here first. If it works for you, feel free to apply the same setup to your form by following the steps they shared.

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

Hi John, sorry the clone doesn't work or help at all... doesn't seem to do anything

so it seems as though there is no way to add a delivery charge only when delivery is selected.

no way to conditionally hide the delivery fee as if I set it on it's always on?

I can only hide form elements not product elements, and no way to turn off or hide a product element using conditions?

I was hoping this would work, but all dead ends

any other thought or suggestions would be great.

Thank you

Hi Thomas,

Thanks for sharing your concerns about adding a delivery charge only when delivery is selected and the challenges with conditionally hiding product elements.

In Jotform, product elements within payment fields like Square cannot be conditionally hidden or turned off using the form's conditional logic. This is why the delivery fee set directly in the product list always appears and cannot be toggled based on user selection.

However, here is an alternative approach that might work better for your needs:

1. Do not add shipping as a product inside the Square payment field. Instead, create a separate Single Choice or Multiple Choice field outside the payment widget with options for Pickup and Delivery.
2. Add a separate product field specifically for shipping fees outside the Square payment integration. Set the shipping fee as the price for this product.
3. Use conditional logic to show or hide this shipping product field based on whether Delivery is selected in the choice field.
4. Use a Form Calculation widget to sum the prices of the selected products and the shipping fee (if applicable).
5. Set the Square payment field to accept a user-defined amount and link it to the Form Calculation widget's total value.

This approach allows you to itemize shipping separately and only include it when delivery is selected. The key is to manage products and shipping fees outside the Square payment field and use the calculation widget to pass the total amount.

While this method requires setting products outside the payment widget, it provides the flexibility to conditionally add shipping fees and itemize them in the order summary.

Give this setup a try and let us know how it goes or if you need further clarification on any step.