Use the Calculate element to allow dynamic calculation and display of number and date fields using formulas in process forms across Automation Co-Pilot interfaces.

Forms with calculation fields are now more accurate and dynamic in all Automation Co-Pilot versions that use process forms. You can use the Calculate element for the following purposes:

  • Dynamic Formula Rendering: Forms used in Start, Form, or Approval steps within a Process now fully support the Calculate element. This means formulas are automatically calculated and their results are shown directly in the form.

  • Field Type Support:

    • Number Fields: Numerical values are calculated and displayed based on the set formula.

    • Date Fields: Dates calculated using supported functions are now shown correctly.

  • Real-Time Calculation Display: When a request is created from a process that includes a Calculate field, the form will dynamically show computed values based on the formula logic set in Form Composer.

For example, you can use the Calculate element to calculate things like: age, total based on quantity and cost, automatic discounts, or temperature conversion.

Procedure

  1. On the left pane, click Automation. A list of available bots and forms is displayed.
  2. Click an existing form or click Create new > Form.

    The form builder page appears.

  3. Drag a Calculate element into the form for a Start, Form, or Approval step. You can use the Calculate element for a Number or Date field.
  4. Enter the name of the element in the Element label field. For example, if used a Date field, and you wanted to calculate a number based on date fields, you could enter as the label: The number of days between start date and end date is:
  5. Optional: Enter text for the Hint below field (maximum of 30 characters) and a Tooltip (maximum of 200 characters) for the Calculate element.
  6. Click Add expression to build a formula using elements, functions, and operators to add to the Calculate element.
    • Element: Select an element from the drop-down menu, for example Total - Number0.
    • Function: Select from these supported functions: AVG, SUM, and PRODUCT.
    • Operator: Select from these supported operators: +, - , * , /, %and ().
    Click Apply when finished.
  7. To format a number, use the Number Formatting options to allow trailing zeros in numbers and to use comma to separate thousands during bot run-time.
  8. Use the Decimals drop-down menu to set the number of decimal places.
  9. Use the Special characters field to enter the prefix and suffix labels for the element.
  10. To format a date, select the Date format from the drop-down menu.
  11. In the Advanced behavior section, you can click Make field hidden to hide the element from users during bot run-time.
  12. Click Save.

Use Case: Convert Fahrenheit to Celsius Using the Calculate Element

Use Case Description

In situations where users need to change temperature values, like in manufacturing, facility reporting, or health-related tasks, the Calculate element can be set up to automatically convert a Fahrenheit temperature into Celsius. This makes sure that the values are shown correctly and in real-time directly in the form across Start, Form, or Approval steps in Automation Co-Pilot.

Formula: To convert Fahrenheit to Celsius, use the standard formula: Celsius = (Fahrenheit - 32) * 5 / 9

  1. Open Form Builder:

    1. Navigate to the Automation tab.

    2. Open an existing form or click Create new → Form.

  2. Add Input Field:

    1. Drag a Number element into the form.

    2. Label it Temperature in Fahrenheit (for example Fahrenheit_Temp).

  3. Add Calculate Element:

    1. Drag a Calculate element into the form.

    2. Label it Temperature in Celsius.
    3. Optionally, add hint text: Auto-calculated based on input.
  4. Create the Formula:
    1. Click Add expression.
    2. Build the formula using: (Fahrenheit_Temp - 32) * 5 / 9
    3. Use the drop-downs to select your input element (Fahrenheit_Temp), the subtract operator (-), and constants 32, 5, and 9 with appropriate operators.
  5. Format the Output:
    1. Set decimal precision as needed (1 or 2 decimal places).
    2. Optionally add suffix label: °C.
  6. Save and Deploy:
    1. Click Apply, then Save the form.
    2. Use the form in a Start, Form, or Approval step in your process.

When a user enters a Fahrenheit temperature, the Celsius equivalent is automatically calculated and displayed—providing a smooth, dynamic experience without requiring manual conversion or external tools.