Conditions: How to set a pro-rated value based on date field?

When "New Members" is selected under "Membership Status" the system is set to prorate the dues based on the "Membership Type" selected. The problem I am having is when the 2-Year or 3-Year option is selected, it is prorating the entire amount ($36 or $52). What I want it to do is prorate the first year and then add the full multi-year price on for each additional year. For example if a new member is getting a 3-year membership half way through the membership year (May 1-April 30), the first year’s $16 should be calculated to $8 and the remaining 2 years at $16 each ($32) which comes to $40. The way the tool is set up now it prorates the entire $52 and comes out as $26.

Hi Andy,

Thanks for reaching out to Jotform Support. I checked your form and based on your example, here is the result:

I see that the amount is being inserted directly into the Prorated Amount. You will need to create a separate condition to insert the correct amount. Here is an example:

Give it a try and let us know how it goes.

That won't work. I need to have the prorated amount change depending on the START DATE field. You've given me a work around on the example I gave you. What I want is for the $16 in year 1 of a multi-year membership to be prorated as appropriate for every month other than May (start of dues year). So year one would be prorated and years 2 and 3 would be fixed at $16.

Hello Andy,

If I understood it correctly, you want the start date to determine when the prorated amount of the current year should be based? If so, the calculation widget cannot calculate the current month to pro-rate. The value for the calculation widget needs to have a specific value. What you can do is add a field for the value based on the date selected and use that for your calculation.

A possible way to do this is to extract the value of the Start Date Field by using a Substring Widget and pass it to a Multiple Choice with Calculation Values so it will get that value to pro-rate. Let me show you how:

First, you need to add another Substring Widget to capture the month for the Start Date.

1. In Form Builder, click on Add Element on the left side of the page.
2. In the Form Elements menu, under the Widget tab, search Substring Widget, and drag and drop a Dropdown element to your form.

Now, add a Multiple Choice Element with Calculation Values. The Calculation Values will depend on which month it was selected. Here's how:

1. In Form Builder, click on Add Element on the left side of the page.
2. In the Form Elements menu, under the Basic tab, drag and drop a Multiple Choice element to your form.
3. Then click on the Gear Icon to open Properties.
4. Click on Options Tab and toggle On Calculation Values and assign values.
5. Lastly, copy the value of the substring widget to the Multiple choice Element by adding this condition so that it will capture the correct amount:

Once the value for the Start Date is already specified, then you can add that to the calculation widget to calculate the pro-rated amount. Here is a result of my cloned form:

Give it a try and let us know if you have any other questions.

I'm sorry, but the form already does that for everything except the two multi year selections.

Two year should be (Year 1 $16 prorated based on date) + $16

Three year should be (Year 1 $16 prorated based on date) +$32

I've been playing around with making another Membership Type field appear for New Members.

In that field I was trying to set the multi year membership values at $16.

That way the value will come up with a prorated amount of $16 based on the date. I know that works.

I've been trying to write a condition something like (for two year) something like (Remaining Months /12) * Membership Price +16

I don't know if the +16 should be in brackets or the whole formula ((Remaining Months /12) * Membership Price +16)

I don't know if the formula is wrong, but the immediate problem is Prorated Amount field won't display to select as a destination.

Hi Andy,

Jotform's built-in calculation and conditional logic do not support partial prorating (i.e., prorating only the first year and applying full rates for subsequent years) out of the box. To achieve your intended pricing structure, where only the first year is prorated and the remaining years are charged at full price, you'll need to add another conditional logic. Let me walk you through it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.

2. Click on Conditions on the left side of the screen.

3. Click Add Condition.

4. Select Update/Calculate Field condition.

5. For two years under new members, you can create the same condition below:

6. Or just simply put 24, since the formula will end up to 24 in total.

For three years, you can use the formula below in your other condition, or simply put 40:

($16 * 0.5) + (2 * $16)

Here's the result:

Give it a try and let us know if you need any help.