How to automate calculations with form fields in Revu

This article applies to:

  • Revu 21
  • Revu 20
  • Revu 2019
  • Revu 2018

In Revu, you can use Form Fields to automatically calculate values entered into a PDF form, similar to Microsoft Excel. You can calculate everything from salaries to prices for building materials.

If you’re using Revu 20 or below, you must have Revu eXtreme to create and customize PDF forms.

To get started, you’ll need to create at least three text boxes. Any number of text boxes may contain values to be calculated, while at least one of the text boxes will display the result of the calculation.

Creating and entering values in text boxes

  1. Open the Forms panel: Window > Panels > Forms (Alt+Q)
  2. Go to Tools > Reuse.
  3. This allows you to place the same markup as many times as you need to. If active, the text will be highlighted in blue. Click on it again to turn it off.
  4. Once you have clicked on the Text Box option, your cursor should turn into a crosshair over the workspace. Click and drag to designate the size of your text box.
  5. Continue creating text boxes until you have at least three.
  6. Once the text boxes are placed, press Esc two times. The control points will disappear.
  7. Click on the text boxes to enter numeric values. Leave at least one box empty; this will be your output box.
As long as the text and numbers are grouped together, Revu will ignore the text and calculate the numeric values only. In other words, strings like “Text123″or “123Text” work well; but strings like “1T2e3xt” or “123Text123” behave in unexpected ways.

Changing your values’ categories

  1. Select a Text Box from the Forms panel.
  2. Open the Properties panel (Alt+P).
  3. Open the Format section.
  4. Click on the Category: dropdown and select the appropriate value. See Revu Help for more information.

Set up the output box

  1. Open the  Forms (Alt+Q) panel. Leave the panel open.
  2. By default, your text boxes will be named “TextX.” X represents a number determined by the order the text boxes were placed in. If you like, you can double-click on the entries here to rename them. Keep in mind that text boxes with the same name will synchronize their changes, i.e. whatever is changed in one is also changed in the other.
  3. Click on the text box in the Forms panel that you want to display the calculation output.
  4. Open the Properties (Alt+P) panel for this text box.
  5. Scroll down to the bottom of the Properties panel, and open the Calculate section (if it’s minimized).
  6. Select a Calculate Property from the dropdown menu based on the type of calculation you would like to perform:
    • Value is not calculated — The default option. Calculation results will not be displayed in the text field. In most cases, every text box except your output box should be set to this property.
    • Calculation field – Displays either a sum, product, average, minimum or maximum of specific values in the selected text box. To specify which values are calculated, click on the Select button, then select the box that you would like to calculate with from the next dialog box.
    • Simplified field notation – Displays the result of any combination of addition (+), subtraction (), multiplication (*) and division (/). Parentheses () may be used in virtually any combination as well. Click on Edit to enter your equation.

      Revu can calculate somewhat complex combinations of parentheses, such as: ( ( (Text1+1+1)+2 ) * (Text2+4) ) / 5

      You can enter both numbers and text field names in your calculation. If a text field name is entered, Revu will pull the value entered in that text box and use it in the calculation.

      Make sure that you copy names from the Forms (Alt+Q) panel when writing the text box names.
    • Custom Calculation Field – Click on the Edit button, and the JavaScript Editor window will open. Enter your custom JavaScript in the field.

      Click on Global scripts to select or edit a Global script you already made, or to create a new one.

    For more examples of form calculation fields, see the Revu Help Guide.

Once you select a calculation option, the result should display in your calculation output field.

How-To

Revu 21

Revu 20

Revu 2019

Revu 2018

Revu 2017 & Below

PDF Forms

Revu eXtreme lets you use Form Fields to automatically calculate values entered into a PDF form. Follow these steps to get started.

 

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