How to Use the Formula Item Type in Lists
Overview: The Formula item type in Jolt Lists helps you automate calculations directly within your checklists. This eliminates the need for manual math and streamlines tasks like end-of-day till counts.
Keywords: Formula item type, Jolt Lists, automated calculations, variables, checklist formulas
What is the Formula Item Type? The Formula item type allows you to create custom calculations within your lists. By defining variables and building a formula, you can automatically calculate totals or other values as your employees complete tasks.
Example Use Case: 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 then automatically sum these amounts based on the quantities entered.
How to Set Up a Formula in Jolt Lists
Step 1: Assign Variables
Log In:
Log in to the Jolt Web Portal.
Navigate to Lists:
Go to Lists > Edit Lists.
Create or Edit a List:
Create a new list or select an existing list to edit.
Add Measurement Items:
Use the Measurement item type to create variables for each type of currency (e.g., pennies, nickels, dimes, quarters, dollars).
Example:
Create measurement items named "Pennies," "Nickels," "Dimes," "Quarters," and "Dollars."
Step 2: Build Your Formula
Save Your Variables:
Save the page with your measurement items to ensure your variables are stored.
Add a Formula Item:
Add a new item to your list and select the Formula item type.
Name Your Formula:
Give your formula a descriptive name.
Configure Variables:
Scroll to the Variables section and add each of your measurement items as variables.
Create Your Formula:
Define your formula using the variables and their respective values.
Example Formula:
For calculating cash drawer total: (A*0.01) + (B*0.05) + (C*0.10) + (D*0.25) + (E*1.00)
Here, A represents pennies, B represents nickels, C represents dimes, D represents quarters, and E represents dollars.
Save Your Formula:
Save the changes to apply the formula to your checklist.
Step 3: Use Your Formula
As employees complete the checklist, the formula will automatically calculate the total based on the entered values.
Supported Formula Operators
The Formula item type supports various operators for complex 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
For more details on using these operators, refer to the Formula.js Functions documentation.
Keywords: Formula item type, Jolt Lists, automated calculations, measurement items, formula operators, checklist automation