Forms: Scoring, Formulas

Getting Started with Formula Builder

A formula gives a score based on how questions in the form are answered. Formulas can be calculated using SUM (addition), SUB (subtraction), AVG (average), PCT (percentage), or Advanced formulas for complex equations. When setting up a formula, you select how you would like to calculate the score and choose which questions to include in the calculation.

Go to the form you would like to edit and click on the 3 dots – Edit, to open Form Builder.
Add a formula field to your form by selecting the formula button on the left-hand side of the screen.
Edit the field label to describe your formula, then click 'Publish' to save before moving to the Score tab.
Click on the 'Score' tab to configure your formula. From here you can select/drag questions, choose your calculation type, and assign point values.

Once configured, test your formula by clicking 'Preview Form' to verify it works correctly. If edits are needed, return to the 'Score' tab and click the pencil icon in the top right-hand corner of the formula box. Always click 'Publish' to save your changes.

Basic Formula Types

Zenput offers four basic formula calculation types. For multiple-choice and yes/no questions, you'll assign point values to each answer option.

Sum

Adds up all points from the questions answered. The option to attribute points to "No" answers is available if you want negative answers to count for fewer (or zero) points.

Subtract

Subtracts points based on answers. The subtraction takes the topmost question's answered score and subtracts the points from subsequent questions answered.

Average

Calculates the average points of all questions answered out of the total possible. For example, if a formula contains 4 yes/no questions worth 10 points each when answered "yes," and the submission contains 3 yes answers and 1 no, the formula total would be 7.5.

To see only the average for questions actually answered, select "Do not include unanswered questions in calculation."

Percentage

Returns a percentage (decimal amount) of points earned against total points possible for all questions in the formula. For example, in a formula with 100 total points possible, if the submission earned 80 points, the formula total would be 80%.

You can also use negative values in question answer values to subtract from the total.

Formula Min/Max Settings

The Formula Min/Max feature allows administrators to set minimum and maximum values for formulas, ensuring scores remain within defined boundaries. Values can be adjusted using the up and down arrows.

Important: If you try to set the Maximum value lower than the Minimum value (or vice versa), the system will display an error and prompt you to correct the values. 

 

Example: Formula with Min and Max Set

Configuration: Formula 1: Min = -2, Max = 8 Question 1: Yes = 5, No = -5 Question 2: Yes = 5, No = -5

Outcomes:

• If the user answers Yes to both questions, the calculated score would be 10 (5 + 5). However, since Maximum is set to 8, the score is capped at 8.
• If the user answers No to both questions, the calculated score would be -10 (-5 + -5). With Minimum set to -2, the score is adjusted to -2.
  

Removing Min/Max Values

If you remove either the Minimum or Maximum value, the system will no longer enforce a boundary for that side of the range. Without a Maximum, scores can exceed the previously set limit; without a Minimum, scores can drop below the previously set floor.

Advanced Formulas

Advanced formulas can perform complex equations beyond basic calculations. Each question field has a unique Question number (Qxx) that you use in the formula to represent that question's value.

Available Operators

• Addition: +
• Subtraction: -
• Multiplication: *
• Division: /
• Parentheses: () — Use to adjust order of operations. Calculations within parentheses are performed first.

Setting Up an Advanced Formula

Add a formula field and give it a descriptive title (e.g., "Total Percentage (100%)").
Click "Go to Formula" on the right side, then select "Advanced formula" under Formula Type.
Click or drag the question fields to include in your formula, then add operators as needed.
Click 'Publish' to save, then use 'Preview Form' to test your formula.

Practical Examples

Total Percentage Calculation

To calculate a total percentage score from multiple formula sections:

1. Create individual formulas to calculate each section's score
2. Create an Advanced Formula that combines all scores
3. Use parentheses to group the addition of all formulas, divide by the total possible points, then multiply by 100

Example formula: ((Q68 + Q69 + Q70) / 19) * 100

This adds all formula totals, divides by total possible points (19), and multiplies by 100 for the percentage.
 

Register/Safe Count Calculation

Advanced formulas are commonly used for Safe Counts, Till Counts, and inventory calculations.

Create a number question for quantity input (e.g., "Roll Pennies - Each Roll: $0.50") with a formula field below it.
Use multiplication to calculate the value. For pennies at $0.50 per roll: Q4 * 0.5
Repeat for other denominations. For nickels at $2.00 per roll: Q8 * 2
Create a final Sum formula to add all denomination totals for your Register/Safe Total.