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How to use the Jolt formula item type

The formula item type helps you automate calculations directly within your checklists, eliminating the need for manual math and streamlining tasks. By defining variables & building formulas, you can automatically calculate values as users complete tasks.

Use case example

If you need to calculate the total amount of cash in your drawer at the end of the day, you can set up variables for different coin and bill values (e.g., pennies, nickels, dimes, quarters, and dollars). Your formula will automatically sum these amounts based on the quantities entered.


Setting up the formula item type

  1. Log in to the Jolt web app and navigate to lists > edit lists.

  2. On the next screen, create a new list or select an existing list to edit.

  3. Click the blue plus sign and select new item. A modal window will appear where you can select the measurement item type.

  4. Create variables for each type of currency (e.g., pennies, nickels, dimes, quarters, dollars) then click save to apply changes.

  5. Go back to the blue plus sign to add another item, but this time select the formula item type.

  6. Assign a name to your formula then scroll down to the variables section to add each of your measurement items as variables.

  7. Define your formula using the variables and their respective values.

    For example, for calculating cash drawer total (A*0.01) + (B*0.05) + (C*0.10) + (D*0.25) + (E*1.00), A represents pennies, B represents nickels, C represents dimes, D represents quarters, and E represents dollars.

  8. Once you are done customizing, click save to apply changes.

  9. As users complete the checklist, the formula will automatically calculate the total based on the entered values.


Supported formula operators

The formula item type supports the following operators for calculations:

  • + Addition

  • - Subtraction

  • / Division

  • * Multiplication

  • % Percentage

  • = Equal to

  • > Greater Than

  • >= Greater Than or Equal To

  • < Less Than

  • <= Less Than or Equal To

  • <> Not Equal To

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