Creating a Simple Scoring System in the Builder

If you are using GoCanvas for surveys, inspections, or audits you may need to have a scoring system to determine a pass/fail result.

Build the Reference Data

The first step is to create a Reference Data file. For this example, we will use a simple example that only requires a column with possible responses and the score those responses will get.

If you used Google Sheets, your file will automatically save and be in the format that GoCanvas can read. If you use Excel, you will need to Save As a Comma Separated Values (.csv) file type.

Visit the Help Center article, "Uploading Reference Data when using the Builder," to learn more about uploading reference data when using the Builder.

Add the Point Field

Next, the fields in the form need to be configured to accept the reference data. The steps below assume that the question fields have already been added to the form but please be sure to add those fields first before proceeding.

1. Create a screen if the form is new or navigate to an existing screen where the scoring system will be.
2. Add a Number field below your first question and label it something easily recognizable, i.e. "Q1 Score."
3. Select the number field to open the Field Settings in the left panel.
   • If you want this score field to be visible on mobile, but do not want your mobile users to to edit it, click the grey toggle beside Read Only to lock the field on mobile.
   • If you want the score field to be invisible on mobile, expand the Advanced menu and click the blue toggle beside Mobile Visible to hide the field on mobile.

Map the Reference Data

Now that you have the necessary fields, we can map your scoring Reference Data file. First, let's map the Parent Field.

1. Select the first question field in the center workspace to open the Field Settings in the left panel.
2. In order to map Reference Data to this field, first confirm that the Field Type is Dropdown. If not, expand the Field Type drop down and select Dropdown.
3. Expand the Reference Data menu.
4. For the Reference Data File, select the file you just created and uploaded (i.e. "Scoring System" in our example).
5. For the Reference Column, select the "Response" column.
6. The remaining drop down fields should remain empty for this field as this is the parent field.

Next, let's map the second field to the second column so that it auto populates based on the response chosen in the first field.

1. Select the Q1 Score field to open the Field Settings in the left panel.
2. Under the Reference Data menu, select the same reference data file in the first drop down.
3. For the Reference Column, select the "Points" column.
4. For the Reference Screen, select the screen where the parent field is located (i.e. "Questionnaire" in our example).
5. For the Reference Field, select the parent field that influences this field (i.e. "Headlights" in our example).

If the additional questions have not been created yet, select Copy to duplicate both the question field and the scoring field. This will copy settings that have been applied to the fields but you will need to relabel and re-map the Reference Data correctly. For our example specifically, the Reference Field on each "Score" field will need to reflect the question that it is scoring.

Calculating Total Score

In order to see the final score, each of these score fields needs to be added together in a Calculation field that can be labelled something like "Total Score." If all fields are labelled with a question number identification, i.e. Q1, Q2, etc., it will be easier to make sure you are not missing any of the score fields in the calculation.

1. Select "Total Score" in the center workspace to open Field Settings in the left panel or click the orange triangle by the field to open 

   

2. Under the Calculation menu in the Field Settings, expand the first drop down and select "Q1 Score."
3. Leave the operator as Addition.
4. Expand the second drop down and select "Q2 Score."
5. Click Add Value, expand the drop down that appears, and select "Q3 Score."
6. Repeat Step 5 for as many questions as you have added to your form.

Showing Pass/Fail Results

You can use conditions to display Pass/Fail results. 

1. Add two Static Text fields to your form using your preferred method. Label one field "Pass" and the other "Fail."
2. Select "Pass" in the center workspace to open the Field Settings in the left panel.
3. Expand the Conditions menu and click Add Condition.
4. Expand Field and first select the screen where the "Total Score" field is located (i.e. "Questionnaire" in our example).
5. Then select the "Total Score" field.
6. The Condition and Value settings depend on your scoring system (i.e. since our example only has three questions, the passing score might be 2 points or above. Therefore, your Condition would be >= (Greater Than or Equal) with a Value of "2.")

   

7. Click the checkmark to lock in the condition.
8. Repeat steps 2-5 for your Fail field (The Condition menu will already be expanded if you did not collapse it in the previous step).
9. The Condition and Value settings depend on your scoring system. (i.e. since our example only has three questions, the failing score might be less than 2 points. Therefore, your Condition would be < (Less Than) with a Value of "2.")

   

10. Click the checkmark to lock in the condition.
11. Save and Test in the browser or Publish to test on your device.

The "Pass" field will only appear when the condition is met, i.e. a total score of 2 points or above. The "Fail" field will only appear when the total score is less than 2.