How can I create a scorecard?

  • Profile Image
    Islam Abdullah 
    Asked on June 25, 2021 at 03:05 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

  • Profile Image
    shajidpayma
    Answered on June 25, 2021 at 05:45 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

  • Profile Image
    Islam Abdullah 
    Answered on June 25, 2021 at 06:45 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?

  • Profile Image
    duyguyildiz
    Answered on June 25, 2021 at 08:30 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.

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

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    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

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    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.

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

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    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.

  • Profile Image
    Ylemer
    Answered on June 30, 2021 at 09:02 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

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    1625101425_60dd1471e67fe_

    1625101447_60dd1487256f7_

    All fields have values:

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    2- Unable to save required field (Recipient Email)

    1625101302_60dd13f6b6bcb_

  • Profile Image
    Kenneth_C
    Answered on July 01, 2021 at 04:35 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.png

    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.png

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

    Let us know if you have any further questions.

    Best.