Creating a Simple Scoring System in the Legacy 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, "How to Upload Reference Data when using the Legacy Builder," to learn more about methods for uploading reference data when using the Legacy Builder.

Add Scoring to the Form

Next, the fields in the form need to be configured to accept the reference data.

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 field to bring up the field settings on the left.
   • If you want this score field to be visible on mobile, but do not want your mobile users to to edit it, check the Read Only setting.
   • If you want the score field to not be visible on mobile, expand the More Field Settings drop down and uncheck the Mobile Visible setting.

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 to open the Field Settings in the left panel.
2. Expand the Reference Data drop down.
3. Select the score system reference data file in the first drop down.
4. The Reference Column is the "Response" column.
5. 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. Expand the Reference Data drop down.
3. Select the same reference data file in the first drop down.
4. The Reference Column is the "Points" column.
5. The Reference Screen is the screen where the parent field is located.
6. The Reference Field is the parent field that influences this field.

If the additional questions have not been created yet, select Copy to duplicate both the question field and the scoring field. This will also copy the reference data and any other settings that have been applied to the fields. Simply edit the Reference Columns on both fields and the Reference Field on the scoring field. 

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 fields when you select Create Calculation and add each score field as a New Operator in the modal.

Showing Pass/Fail Results

You can use conditions to display Pass/Fail results. 

1. Add two Static Text fields to your form. Label one field "Pass" and the other "Fail."
2. Select Pass field to open the Field Settings in the left panel.
3. Expand the Conditions drop down and select + New field condition.
4. The Condition Screen is the screen where the "Total Score" field is located.
5. The Condition Field is the "Total Score" field itself.
6. The Condition and Condition Value settings depend on your scoring system. i.e. if a passing score is 5 points or above, your Condition would be >= (Greater Than or Equal) with a Condition Value of "5."
7. Repeat steps 2-5 for your Fail field.
8. The Condition and Condition Value settings depend on your scoring system. i.e. if a failing score is below 5 points, your Condition would be < (Less Than) with a Condition Value of "5."

The "Pass" field will only appear when the condition is met, i.e. total score of 5 or above. The "Fail" field will appear when the total score is less than 5.