Our platform has the ability to evaluate formula just like those you would use in your forms. You can read all about formulas and how to create them in the forms section of this support site. 

Being able to use formula on your data output unlocks powerful options to dynamically generate output inside your templates. For Excel templates, you can even show and hide rows based on a formula's result.

To use a formula in your template, use the placeholder syntax to enclose your formula expression:

###{{( put your formula here )}}

For example:

###{{(concat('Hello ', ###{{nameofperson}}, '!'))}} 

which produces: 'Hello John!' (assuming the nameofperson answer was John)

Note:  You can include the answers for form fields into the formula by using your normal ###{{ }} placeholder syntax. This is the same as you would do in the form designer when creating a formula there.


Avoid using Excel's built in formulas

We don't officially support using Excel's built in formulas. These formulas might work for basic functions like count() or sum(), but we recommend using the MESH formulas instead, as they are fully supported.


Out multiple choice fields

When you allow multiple choices to be selected on a choices field in your form, the answers chosen by the user are returned in a pipe delimited format. For example, let's say you have a choices field named mychoices and the user selected options 1, 2 and 5.
The answer value would be: Option 1|Option 2|Option 5

This doesn't look great when outputting in a template file, you would rather have the options output on new lines or comma separated. You can do this is by using a formula function called substitute(). This function can be used to replace text with new text in a field's value.

The placeholder formula to replace the pipe characters with a new line would be:

###{{(SUBSTITUTE(###{{mychoices}}, ‘|’, ‘ ’))}}

This has the desired effect of replacing the pipe separator with a new line character.

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