How to Use the Calculations Feature

Overview

The Calculations feature is designed for:

• Scoring assessments automatically.
• Adding numeric totals or averages based on user responses.
• Generating results or recommendations based on calculated values.

Questions Types that can be used with calculations.

1. Number
2. Choice
3. Matrix (Radio/Check box)
4. Calculations

Step 1: Assign Numeric Values to Choice Fields

1. For choice-based field (e.g., multiple-choice, matrix), toggle Assign Values in the field settings.
2. Enter numeric values (positive, negative, or decimals) for each choice.

Example: Assign "0" for "Not at All," "1" for "Somewhat," and "2" for "Very Much."

Step 2: Create a Calculations Field

1. Navigate to the Form Builder.
2. Create a Calculations Field from the field options into your form.
3. Open the field settings and name your calculation (e.g., "Total Score", "Risk Level" etc.).

Step 3: Configure the Calculation

1. Open the Calculations Field settings.

   Use the formula editor to set up your calculation:

   • Select fields from the dropdown to include them in the formula.
   • Use mathematical operators (+, -, *, /) to define how values are combined.

Example: Total Score = Field A + Field B - Field C.

Step 4: Test Your Assessment

1. Preview and test the form to ensure the calculation works as expected.
2. Submit a test form and verify the results in the submission data.

Best Practices

• Double-check numeric values to avoid calculation errors.
• Use clear labels for calculations to make results easy to interpret.
• Consider adding explanations or thresholds for calculated results (e.g., "Scores above 15 indicate high risk").