Skip to main content
All CollectionsManage Your Processes
Automated Scoring for Forms
Automated Scoring for Forms

How to use Rating Fields in various form types

Pam English avatar
Written by Pam English
Updated over 2 months ago

Overview

Automated Scoring is a feature included in certain form fields. These fields can be used in all forms and let you assign a numeric value to a submitter's answers. This value, or score, can then be viewed in the submission details view.

  • If you use a Single Rating, Multiple Rating, or Dropdown Rating field in your form, you can assign a score to each option. The score can be any whole number.

  • The score is hidden from the applicant, which helps prevent the score from influencing the user's answer.

  • The system will automatically tally the scores and categorize them as Review Scores and Submission Form Scores.

    • Review scores originate from reviewer input and appear in the submission list view.

    • Submission form scores come from the submitter's answers and can be accessed from the submission details view.

    • If you have multiple rating fields that contribute to the score, you will only be able to see the total score from the submission details view.

There are many ways to use Automated Scoring in your project. For example, you can use the rating fields in a Review Form to let your reviewers quickly assess the quality of the submission. Alternatively, you could include a set of rating fields in an Initial Form that lets your organization prioritize responses based on the submitter's answers.

Set Up Automated Scoring

  1. Click on Forms, then select the form type you want to create. In this example, we'll create a Review Form.

  2. Click +New Form.

  3. Drag in a Single Rating, Multiple Rating, or Dropdown Rating field.

  4. The example below shows a Single Rating field. In the column to the left, enter the values the user will see. Next to these, enter the numerical score each answer will give.

When a reviewer completes the Review Form, they will see the question in the following format.

To change the scores associated with scoring form fields, edit the form, and change the associated scores. Once the scores are updated, the change is not retroactive. For the updated scoring to be reflected, submissions must be opened for editing and then resubmitted by applicants without any changes being made.

Note: The applicant will not see the score when a review is completed.

Viewing Automated Scores

Permissions

If you have team permissions of level 3, you can view the submission scores of any submission assigned to you. If you have Level 4 or 5 team permissions, you can view all submission scores for your organization.

See Review Scores in the Submission List

If you use automated scoring in a review form, you can see the average score for a submission in the submissions list. The average score of all completed reviews will be shown in the column to the left of the Submission title:

Note: Reference form scores will not affect the score of the initial form.

See Review Scores on the Submission Details Page

In the right panel of the Submission Details page, select the Reviews tab. Both the Total and Average Score will appear.

Click on the download icon to download all reviews or individual reviews as a .CSV file.

See Automated Scores in Submission Details

You can view the submission form scores from the submission details view.

  • To view all scores in a submission, select the Submission Form Scores link next to the submission title in the submission details view.

  • A tab will appear, showing the submission's total score for each form. Select the Download .CSV link to download the scores.


Did this answer your question?