How can I create a scorecard?

  • Islam Abdullah
    Asked on June 25, 2021 at 3:05 AM

    Hi,

    Is it possible to use Jotform to create scorecard questions (yes/no) based questions? The goal of this is to send visual results to the applicants with our evaluation of their situation?


    Regards,

    CEO | Ylemer

  • shajidpayma
    Replied on June 25, 2021 at 5:45 AM

    Hey Ylemer

    It's possible obviously to create scorecard through jotform. I am attaching some of the jotform official thread which might help you for sure.

    https://www.jotform.com/form-templates/sales-scorecard-mis webmail

    https://www.jotform.com/answers/331868-create-score-form

    Hope these would help you.

    Cheers

  • Islam Abdullah
    Replied on June 25, 2021 at 6:45 AM

    Thank you, but how can I get the customer to view the score at the end or send them an email with the score?

  • duyguyildiz Product Manager
    Replied on June 25, 2021 at 8:30 AM

    Hello,

    You can create a scorecard form at JotForm.

    While you creating a scorecard plead follow the steps below;

    Go to the Basic tab into the Form Element and click to the “Single Choice” field to add it to your form.

    PTKus6g93Ff9eoVtryV5dSNgG4L XF8BgG8Z9RPO Screenshot 10

    Add your questions in order as in the example below and score their answers 

    qITNe6ZMvO2Qq4YsMYeyz 4zEMjoeWw8C7vSEp9a Screenshot 21

    To ad score use the Options under the Single Choice properties field.

    Turn on the Use Calculation Value button and define your values to be used in calculations

    Just be sure to have the calculation values for each field in the form

    vMaUSnybLgiE3ixyr 606wXVuL46eMLw0pMx2j O Screenshot 32

    You can hide the calculation widget if you want it to be hidden in the users.

    In the total score field you can calculate the score.

    Rmj G9009ORunyzAe5tUsr5gAwhj6OJcxLwVK0fL Screenshot 43mcE0LH1hys5x0l4KyEa9ps6BJ1bAF 6ikDAQPlj4 Screenshot 54

    At the end you can add the total score in your Thank You page by the Thank You Page settings.

    YUe5tDGj4v8jgEOHizDGZoXJiBWVugLTPVfI993i Screenshot 656vPVTM iAQPssDDTUmYNUgy1ZI5naTYuSidhGt0N Screenshot 76

    If you want to send details about the form you can create an Autoresponder Email in the Settings tab.

    Let us know if you have any further questions.

    Thanks for using JotForm.

  • Ylemer
    Replied on June 30, 2021 at 9:02 PM

    Hello Jotform team,


    Thank you for the information. I have followed these instructions, however, during the process, I have faced a couple of issues as shown in the screenshots:

    1- No calculations

    1625101120 60dd1340b8fa0  Screenshot 10


    1625101198 60dd138ea9405  Screenshot 21

    1625101425 60dd1471e67fe  Screenshot 32

    1625101447 60dd1487256f7  Screenshot 43

    All fields have values:

    1625101483 60dd14ab1dce6  Screenshot 54

    2- Unable to save required field (Recipient Email)

    1625101302 60dd13f6b6bcb  Screenshot 65

  • Kenneth JotForm Support
    Replied on July 1, 2021 at 4:35 AM

    Hi there,

    The Form calculation widget in itself calculates all variables in it so there is no need to place an equal sign into it:

    1625128217 60dd7d19ba866 v1 Screenshot 10

    As for the email recipient, I checked the form https://www.jotform.com/form/211752640338049, and it was able to detect the email field in the form:

    1625128487 60dd7e27ad1a1 n1 Screenshot 21

    Simply select that and hit save and you are good to go.

    Let us know if you have any further questions.

    Best.