Docs
Variables
Formulas and conditions

Variables

Formulas and conditions

Calculate from your fields with {{=…}}, and insert text only when something is true with {{if:…}}.

On this page

Formulas: {{=…}}
Using fields
Operators
Functions
Conditions: {{if:…}}

Formulas: {{=…}} Pro#

Start a variable with = to calculate something. Formulas can use numbers, text in double quotes and the fields of the same snippet. The result updates live in the fill-in window as you type.

A price quote Pro

Qty: {{name:Qty|10}}
Unit price: ${{name:Unit price|4.5}}
Total: ${{=fixed(Qty*[Unit price])}}{{if:Qty>=50| (bulk discount applied)|}}

You fill in

Qty: 60
Unit price: 4.5

Result

Qty: 60
Unit price: $4.5
Total: $270.00 (bulk discount applied)

The Price quote fill-in window: Quantity 60, Unit price 4.5, Total $270.00 (bulk discount applied). — The total and the bulk-discount note update as you type.

Using fields#

Refer to a field by its label: Qty. Wrap labels with spaces or symbols in square brackets: [Unit price].
A formula can only use fields defined in the same snippet, with name, pick, toggle and the other field variables.
An answer that looks like a number is treated as a number; anything else is text.
true and false are also values.

Operators#

Operator	Meaning	Example	Result
`+` `-` `*` `/`	Add, subtract, multiply, divide	`{{=1+2*3}}`	7
`%`	Remainder	`{{=7%3}}`	1
`( )`	Group	`{{=(1+2)*3}}`	9
`-x`	Negative	`{{=-2+5}}`	3
`&`	Join as text	`{{="a" & 1}}`	a1
`=` or `==`	Equal (text ignores case)	`{{="Yes"="yes"}}`	yes
`!=`	Not equal	`{{=2!=3}}`	yes
`<` `>` `<=` `>=`	Compare numbers	`{{=5>=10}}`	no
`and` `or` `not`	Combine conditions	`{{=not false and 1<2}}`	yes

Multiplication and division happen before addition and subtraction; comparisons come next, then not, and and or. Use parentheses when in doubt. + adds numbers but joins text when either side is text.

Arithmetic Pro

{{=1+2*3}} {{=(1+2)*3}} {{=10/4}} {{=7%3}} {{=0.1+0.2}}

Result

7 9 2.5 1 0.3

Functions#

Function	What it does	Example	Result
`round(x, places)`	Round; places defaults to 0	`{{=round(2.345, 2)}}`	2.35
`floor(x)`	Round down	`{{=floor(1.8)}}`	1
`ceil(x)`	Round up	`{{=ceil(1.2)}}`	2
`abs(x)`	Remove the minus sign	`{{=abs(-4)}}`	4
`min(a, b, …)`	Smallest of up to 20 values	`{{=min(3, 1, 2)}}`	1
`max(a, b, …)`	Largest of up to 20 values	`{{=max(3, 1, 2)}}`	3
`fixed(x, places)`	Always show this many decimals (default 2, up to 10)	`{{=fixed(2/3)}}`	0.67
`upper(text)`	Upper case	`{{=upper("ok")}}`	OK
`lower(text)`	Lower case	`{{=lower("OK")}}`	ok
`len(text)`	Number of characters	`{{=len("héllo")}}`	5
`if(test, a, b)`	`a` when the test is true, otherwise `b` (or nothing)	`{{=if(2>1, "big", "small")}}`	big

Functions with fields Pro

{{name:Qty}} × {{name:Unit price}}
Total: {{=round(Qty*[Unit price],2)}} ({{=if(Qty>10,"bulk","single")}})

You fill in

Qty: 12
Unit price: 0.1

Result

12 × 0.1
Total: 1.2 (bulk)

Text functions Pro

{{name:Code}} → {{=upper(Code & "-x")}} ({{=len(Code)}} characters)

You fill in

Code: ab12

Result

ab12 → AB12-X (4 characters)

Conditions: {{if:…}} Pro#

{{if:test|text when true|text when false}} inserts one of two pieces of text. The test uses the same operators as formulas. The “false” part is optional, and may itself contain |.

Combining tests Pro

{{name:Qty}} item(s){{if:Qty>10 and not Rush| at the bulk price| at the standard price}}{{toggle:Rush|, rushed}}

You fill in

Qty: 12
Rush: left empty

Result

12 item(s) at the bulk price

Text comparisons ignore case Pro

{{pick:Answer|Yes|No}}: {{if:Answer="yes"|We’ll book it.|No problem.}}

You fill in

Answer: Yes

Result

Yes: We’ll book it.

A value counts as false when it is empty, 0, the text "0", or false. Everything else is true, so an unticked toggle is false and a ticked one is true.