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Calculate a price

Reuse values with custom variables

Create integer, decimal or text variables, update them from components and display them in calculations, content or email templates.

Updated v10.6.771 min read
On this page
Where to find it

Edit a form → Variables

Before you start

Use a variable for a value shared by several rules, such as a service rate or an intermediate subtotal. Use a field directly when only one calculation needs it.

Variable dialog with name, type and initial integer valueOpen full-size screenshot
Choose the variable type and initial value before referencing it in a calculation. Screenshots use the English plugin interface; translated labels can differ.

Step-by-step instructions

  1. Open Variables, add a variable and give it a meaningful title. Choose integer for whole counts, float for decimal values or text for a label.

  2. Define its initial value. In the component that should change it, open Price → Modify a variable and select the variable.

  3. Insert the variable into dependent calculations through Add a value. In custom content or an email editor, use Add a dynamic value to insert it.

  4. Test the initial state, a changed choice and a return to the previous choice. Confirm that the variable does not retain an obsolete value.

Check the result

The same value appears in the dependent calculation, on-screen content and email where used. A text variable is not treated as a numeric amount.

If it does not work

Inspect the variable type, initial value and the component that changes it. Avoid a variable depending on a calculated item that itself depends on that variable.