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Workflow Action: Total & Set Field Value

Action: Total & Set Field Value

Use this action when you need to add up several numeric fields on a submission and store the sum somewhere — for example, totaling a multi-line budget request, or combining several scored criteria into a single number.

This can be added to a rule's Then step or its optional Otherwise step; configuration works identically in either place.

Configuring it

Step 1: Choose the Fields to add up. Click + Add Fields and select every numeric field whose values should be summed.

Step 2: Choose where to Save the total. Just like Set Field Value, this must be a field that's hidden from submitters, for the same reason — the total is admin-facing data, not something that should overwrite what an applicant entered.

Common use cases

  • Sum several budget line-item fields into a single "Total Requested Amount" field for quick review or reporting.
  • Add up several numeric review criteria into a composite internal score.

Things to watch for

  • Blank or non-numeric fields are skipped per submission, not per workflow. If one of the fields you picked to add up is empty (or not a number) on a particular submission, that submission is skipped for this action — the workflow doesn't error out or skip other submissions. Check the execution log if a total looks wrong or missing on a specific submission.
  • As with Set Field Value, if your "Save the total to" dropdown says "No matching fields in this program," you'll need to create and hide a field first.

What's next