Fee calculations can include conditions. These conditions can be based on the following types of form fields:
- Number: A condition can apply if [Numerical form field entry} is either equal, less than, greater than, less than or equal to, greater than or equal to a certain number; or if [Numerical form field entry] is within a range between 2 numbers.
- Drop-down: A condition can apply if a specific selection is chosen from a drop-down menu form field.
- Checkbox: A condition can be set to apply as follows: If [form field entry] is "True," the applicant checked the checkbox; If [form field entry] is "False," the applicant did not check the checkbox.
To add a Condition to a Fee Calculation:
First. you will do the following two steps:
- Click "Add Condition" underneath the calculation.
- Select the applicable Form Field from the "When" dropdown menu.
Next, you will apply the conditional criteria:
• If the Form Field Type is Either Drop-down or Checkbox: After choosing the Form Field from the "When" drop-down menu, you will click on the dropdown menu underneath the word "is" to choose when the condition will apply. In the screenshot below, the form field type here is a checkbox. Thus you would either choosing "True" or "False" from the drop-down menu when setting your condition (Such as "When Clean Water Check is True"). Similarly, if the form field type was Drop-Down, you would choose one of the available drop-down options (if the options were A, B, and C, you could make the Fee condition below apply "When Clean Water Check is B."
If the Form Field Type is Number: After choosing the Form Field from the first drop-down menu, you will see the following screen:
Next, you will click the 2nd drop-down menu above where you'll choose from the following options:
- "Is [form field entry]": The condition will apply if the numerical form field entry is equal to the number listed in the settings. For instance, you may have a condition apply "When # of Units is 10."
- "Is from ___ to ___": This is a numerical range starting with the first listed number and ending with the second. The range includes the numbers set in the range, for instance a range set from 4 to 7 will include the following numbers: 4, 5, 6, 7.
- "Is Less Than": The condition will apply if the form field entry is less than the chosen number. This will not include the number itself, for instance "less than 1000" will not include 1000.
- "Is Greater Than": The condition will apply if the form field entry is greater than the chosen number. This also will not include the number itself, for instance "greater than 1000" will not include 1000.
- "Is Less Than or Equal to": The condition will apply if the form field entry is less than or equal to the chosen number. This will include the number itself, for instance "less than or equal to 1000" will include 1000.
- "Is Greater Than or Equal to": The condition will apply if the form field entry is greater than or equal to the chosen number. This will include the number itself, for instance "greater than or equal to 1000" will include 1000.
See example below:
Important information about adding conditions:
•Multiple Conditions: When entering multiple conditions on a calculation, you have the option to choose whether the fee should match ANY conditions or ALL conditions. The default setting here if you don't manually choose whether the fee should match ANY or ALL conditions is to match ALL conditions, so be mindful of this when applying multiple conditions to a fee.
• To delete a condition: click on the trashcan icon next to the condition you wish to remove. Then click "Delete" to confirm your decision.