Overview

One key factor that makes Actionstep so powerful is the extent to which we allow our users to customize their systems. While most of our customization features don't require any understanding of programming or scripting languages, there are a few features within the program which allow you to manually manipulate things like HTML and PHP. These subjects are considered advanced topics and as such customers who use them should do so with the understanding that troubleshooting issues with HTML and PHP is outside of the scope of support. 

Calculated merge fields allow you to use a scripting language (PHP) to perform calculations. Creating calculated merge fields is an advanced topic and requires a some understanding of computer programming and, in particular, PHP.  However, it is fairly easy to create simple calculations by performing simple math on variables. 

A calculated merge field is typically used when you need to add a new field to a document that is based on a calculation of existing fields. For example if you have designed a workflow for a property settlement you may need to calculate the rates apportionment on settlement day by dividing the amount already paid by how many days the new buyer will benefit from those rates after settlement day.  This amount usually gets added to the final amount payable at settlement.  This is easily achieved with a calculated merge field.

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