Creating a summary form field

  • tjlphd
    Asked on February 22, 2019 at 2:24 PM

    Is it possible to create a summary that is text-based in a single form field (at the end of the form?).  I have attempted to use conditions and insert strings of text into the condition box and then link the conditions to a new text field.

    Goal:  After someone completes the form, rather than just give the answers in a report, provide them with a summary based on some or all of the answers, depending upon the answers.


    thank you and appreciate the help.  Maybe an alternative is to create many hidden text fields and have them appear if conditions are met?  However, I'd like them to see the "results" on one card.


    I'm not sure how to easily create a calculation that delivers text easily. Looking forward to your suggestions.


    1550863465Screen Shot 2019 02 22 at 2 Screenshot 10

  • Alan_D
    Replied on February 22, 2019 at 3:29 PM

    You can calculate summary box with conditions. Basically, you will create hidden fields bottom of the questions. At the end card will join them in summary. Please look this example.

    Adding text field. Before that, please make your 'Summary' box with 'Short Text Entry' field.
    15508674442a Screenshot 10

    Make it hidden.
    15508673453a Screenshot 21

    Conditions here:
    Creating a summary form field Image 32

    15508681893b Screenshot 43

    Comment for first answer.
    15508683134a Screenshot 54

    Comment for second answer.
    15508683634b Screenshot 65
    This is our trigger. We must sum answer fields when last question filled.
    1550868440final Screenshot 76

    Result for first two questions:
    1550868780rsult Screenshot 87
    You must repeat this for all questions. 
    Please ask anything to further support.

  • tjlphd
    Replied on February 22, 2019 at 4:38 PM

    thank you.


    please remind me how to add text to the calc field... aka how did you get the A-Z. I'm a bit rusty on these calc fields.

  • Alan_D
    Replied on February 22, 2019 at 7:47 PM

    You can type in this field. Press enter to make it colored.
    1550882796bandicam20190223034406131 Screenshot 10

    And, you can switch between numeric and alphabetic input by clicking. In our case, we must choose alphabetic input type.
    Creating a summary form field Image 21
    More information is here. 

    Please feel free to ask anything.

  • tjlphd
    Replied on February 23, 2019 at 3:29 PM

    Please look at attached.  How do I format this so someone can read this entire summary from this screen?

    I don't want them to have the entire pdf sent.  I understand I can create a truncated pdf and send - but due to HIPAA I'd prefer that they see their important results on this screen.

    thanks for help so far.1550953725Screen Shot 2019 02 23 at 3 Screenshot 10

  • Alan_D
    Replied on February 23, 2019 at 5:22 PM

    Our 'Summary/Suggestions' field is short text entry field. So, it contains all text but shows partly. Now, we have an issue about passing value from 'short text entry field' to 'long text entry field'. Long text entry will fit to your purpose. We will inform you here.

  • Alan_D
    Replied on February 24, 2019 at 12:13 PM

    Thanks for your patience. We have an issue about passing value from short text entry to long text entry field.
    During this time you can fill your summary field with answer fields. Basically, we will fetch answer field's values using their unique names. Guide is here.
    Please look at these steps:
    Firstly, we must create summary field with text field.
    Creating a summary form field Image 10

    Click and edit. We are going to fetch answer field's values.
    Creating a summary form field Image 21

    Selecting fields.
    Creating a summary form field Image 32

    You can add all answers in this text area.
    Creating a summary form field Image 43

    This is result:
    1551028119result Screenshot 54

    Please contact us for further support. 

  • tjlphd
    Replied on February 25, 2019 at 1:53 PM

    satisfied with this solution - works well