Visit Boris website Item Type - Calculated value
From Add Item in Template Maintenance select the Calculated Value button shown  here.

From Add Item in Template Maintenance select the Calculated Value button shown here.

The Calculated value item allows the results of simple calculations to be displayed. These are often arithmetical calculations (eg. adding the values of two other items together) but they can also be used to fill in text values. Numerical calculations can relate to whole numbers, to decimals, to times or to financial values.

How your Calculated value might look on a device.

How your Calculated value might look on a device.

Main

Main screen for creating/amending a Calculated value
Main screen for creating/amending a Calculated value

Main screen for creating/amending a Calculated value

*Question This is the text “label” that is specifying the information that needs to be entered or the question to be answered. Although this is not necessarily a question in all cases, Question is used as the general term to cover the text shown next to an input field. The text should be as short as possible whilst still being self-explanatory. Over-long questions take up a lot of space on PDA screens with their restricted size, so try and make them concise. This text should be an aid to help guide the user through the screen. Any more explanatory text can be made available as “Auditor’s notes” or “Full question text”.
Calculation

Specify the calculation to be performed using this field. To refer to the value of another item in the document use the “unique name” of the item (this is a scenario where you may wish to override the default unique names generated by the system and enter something more user-friendly). Types of calculations:

·         Total score – if you leave the calculation field empty then the calculation will act as a “total score” for any drop-down list/multiple choice items which have associated numeric values or scores. For example, you may have a set of questions with drop-down list values and these values may have numeric scores associated with them.

·         Arithmetic (2 values) - the calculation syntax uses + (for addition), - (for subtraction), * (for multiplication) and “/” (for division). Examples of valid entries are :

RiskWeighting * HazardValue

InsideScore + OutsideScore

·         Lookup – this calculation is used to display a numeric result associated with another item on the form. Use @uniquename where uniquename is replaced by the actual “unique name” of the item whose result you wish to display. When looking up values from table items, you can also use the syntax @uniquename:sum(colName) to sum the values of all colName values within the table.

·         Lookup header – this calculation allows you to display general form information (customer, location, date) and sequence numbers. Multiple pieces of information can be displayed together. To specify the information to display use the syntax of the format $xxxx$yyyy$zzzz where xxxx, yyyy and zzzz can be:

: followed by some text (to display the text)

seq: followed by a sequence name to display the next sequence number for the sequence in question. Any unknown sequence names are created before the form is first displayed and user may specify an initial value

customer – the customer name

location – the location name

address – the address of the location

date – the date of the form

timestamp – the current date in YYYYMMDD form

time – the current time in HH:MM form

user – the username of the logged on user

Result format Chose between Whole Number (integer), Time (hours:minutes), Decimal (2 places) or Financial (2 decimal places)

Advanced

Advanced features of a Calculated value.
Advanced features that can be applied to a Calculated  value.

Advanced features that can be applied to a Calculated value.

Currency symbol The currency symbol to be displayed with calculations of type “lookup”. If a lookup result is numeric and a currency symbol is specified, the result will be divided by 100 and displayed as a currency value.
Allow sequence numbers to be reset Tick this box to allow sequential numbers to be reset - leave unticked if you wish them to be locked.

Auditor's notes

If you wish to offer the end-user guidance and direction on how to answer a question then use the Auditor’s notes field. This allows you to input any necessary text expanding on the basic question. For the end-user, the auditor’s notes are available via the “right click” option on the device – tap and hold the stylus on the question text.

Full question (for report)

The question text mentioned above should be framed in such a way as to indicate to the user the information that needs to be input. However, when this information is output on a report via the web site or a PDF additional wording may well be required. Use this field to phrase the original question in a way suitable for the report.

Cross reference

This field is output on reports to cross-reference the information with any relevant legislation etc.

Don't keep previous result when part of a document lifecycle

Tick this box if you DO NOT wish data collected in this template item to be copied to any jobs created directly from the original form.  This is useful for a repeated task (such as booking in/out a rental item or repeated delivery) where the data remains the same but a sign-off is required so this box may be ticked for Date, Surname and Signature.  Please note that if a transformation option is applied to the newly created job, this setting may be over-ruled.

*Unique name

The unique name must be entered for each item and is a mandatory field. The name is used internally and so is not generally of importance. A default value is generated by the system automatically. You may wish to override this value to have a “nicer” name if the field concerned is part of a calculation or if you are exporting the data to another system.

Display conditions (advanced)

Display conditions for a Calculated value.
Display conditions that can be applied to a Calculated  value

Display conditions that can be applied to a Calculated value

Only show when the following condition is true (1) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Only show when the following condition is true (2) Enter a conditional statement that affects whether the input item is displayed on the device such as whether a previous answer has been yes or no.
Record results when section isn't displayed Tick this box if you wish results to be recorded when section isn't displayed.

 

 


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Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.