New Field

Reference Name

This is used in case you have duplicate names (ie. General or Name)

Field Name

Label Name for your field

Field Size

This will define the width of your form field

Field Type

Add If Then

This wil allow you to add an if condition to your logic

Select Options

Enter comma delimited list if Select Box is chosen.

Calculated Field 1

Equation

Calculated Field 2

If Field

Condition

Value

Then Calculated Field 1

Then Condition

Then Calculated Field 2

Negative Field Name

This represents the negative option label for your dropdown (ie. Withdrawal)

Positive Field Name

This represents the positive option label for your dropdown (ie. Deposit)

Dynamic Total Table

This is where you want the total table pulled form.

Dynamic Table Total Field

This will allow you to show the sum of a field from another tables data

Split Field 1

Split Field 2

Split Field 3

List Page Options

Use As Filter

Filter As Buttons

Use As Hidden Filter

Conditional Reverse Total

This will allow you to reverse the amount as you iterate to calculate your totals

Apply To Forecast

Also apply this change to your forecast amounts

Reverse Total If

This will allow you to reverse this field when calculating your total (ie. Expense is a positive number but you want the total to calculate negative).

Value Equals

Adjust Recurrence Total

This will allow you to multiply your amount * recurrence in the total

Recurrence Amount Total Calculation

This will multiply your amount times recurrence when configuring total

Field Description