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How can I build a calculated budget chart in a custom form


Level 3

I am trying to build a calculated chart for budget within a custom form. I have three fields for the dollar amounts and one for the sum. I can't find where I can test this before pushing the form out for the team to use. Right now it's not letting me test in preview mode to see if I can add my budget numbers.

Is there a was I can test in preview mode on the custom form.


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1 Reply


Level 10

Hi Pat - when testing out calculations, I usually put them on a separate custom form first and then attach that a single project to see if they all work out. If they do, then you can put them on the real custom form you want.

Not only does it let you test things without others seeing it, but it also speeds up the recalculation time if you do need to make changes 😉