formula field scoring

Kuanysh Belsariyev
Contributor
October 3, 2024

@Alex Medved _ConfiForms_ Hello! 

I need to set up value scoring.

I use the FORMULA field type.

After saving the form, everything is displayed correctly

But, I need the sum of all fields to be displayed before saving

For example: 
Here I want to see the result 

scoring.png

I use expression  ([entry.s11]+[entry.s22])+([entry.s33]+[entry.s44])+([entry.s55]+[entry.s66])

 

how to make calculation before saving the form?

1 answer

1 accepted

2 votes
Answer accepted
Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 3, 2024

This usually happens when the references to field values, such as [entry.s11] result in empty values

 

Consider using ZEROIFEMPTY wrapping function

https://wiki.vertuna.com/display/CONFIFORMS/Supported+math+operators%2C+formulas+and+functions

 

(ZEROIFEMPTY("[entry.s11]") + ZEROIFEMPTY("[entry.s22]") + ZEROIFEMPTY("[entry.s33]") + ZEROIFEMPTY("[entry.s44]") + ZEROIFEMPTY("[entry.s55]") + ZEROIFEMPTY("[entry.s66]"))

Alex

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 3, 2024

how to make calculation before saving the form?

Formula is calculated on submit

Use the "Set expression" rule instead, and not the formula field, but something like a read-only field

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Kuanysh Belsariyev
Contributor
October 4, 2024

@Alex Medved _ConfiForms_ thank you! Now it works well. I did it by "set expression"

In this scoring i have few statuses that depends on points

for example

<=5 -"take on the task"
<21 - "send to backlog"

<41 - "refine the idea"

So, how can I set up to automatically choose status that depend on points? Before saving the form 

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024

Add 3 more rules with a “set value” as an action that execute for each condition, all bounded to the field that you set with a “set expression” rule

Kuanysh Belsariyev
Contributor
October 4, 2024

@Alex Medved _ConfiForms_ which condition should I use? 

s111 is the readonly field 

I need to set if the number is less than or equal to 5 to set the status to number 1
Screenshot 2024-10-04 180831.png

Screenshot 2024-10-04 181226.png

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 4, 2024

Interesting namig convention, but yes… that’s about right

I would adjust the condition to be as follows though

s111:<=5
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Kuanysh Belsariyev
Contributor
October 6, 2024

thank you
you saved me again ^__^

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 6, 2024

No problem. Happy to help 

Kuanysh Belsariyev
Contributor
October 8, 2024

@Alex Medved _ConfiForms_ Hello! The last question :) 
Everything works perfect.
But when I edit saved entries, the total value multiplies by 6, which leads to incorrect status setting
Screenshot 2024-10-09 113541.png

Screenshot 2024-10-09 113750.png

 

<ac:structured-macro ac:macro-id="0c0e822e-6a83-4d6f-967b-2299e8d3f5a8" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="closeButtonLabel">Закрыть</ac:parameter>
<ac:parameter ac:name="formName">scoring2</ac:parameter>
<ac:parameter ac:name="saveButtonLabel">Сохранить</ac:parameter>
<ac:rich-text-body>
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<ac:parameter ac:name="overrideSaveButtonLabel">Сохранить</ac:parameter>
<ac:parameter ac:name="overrideCloseButtonLabel">Закрыть</ac:parameter>
<ac:parameter ac:name="registrationButtonLabel">Создать</ac:parameter>
<ac:parameter ac:name="autoAlign">true</ac:parameter>
<ac:rich-text-body>
<p>
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<ac:parameter ac:name="fieldName">c1</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
</ac:structured-macro>
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<p>
<ac:structured-macro ac:macro-id="96511ec6-d759-43dc-805d-027c428afea5" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c2</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
</ac:structured-macro>
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<p>
<ac:structured-macro ac:macro-id="851ad7b6-7cee-432a-915e-92f84652b711" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c3</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
</ac:structured-macro>
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<p>
<ac:structured-macro ac:macro-id="13c4cbc6-6acd-415a-998e-04d9d4ca20f5" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c4</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
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<p>
<ac:structured-macro ac:macro-id="29caa9ad-e00e-4c82-aea0-9c7a7463c140" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c5</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
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<p>
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<ac:parameter ac:name="fieldName">c6</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
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<p>
<ac:structured-macro ac:macro-id="ad321737-f69c-4230-b789-4197e92f765a" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c7</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
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<ac:structured-macro ac:macro-id="740be4e5-9f83-411d-b1d5-8299b083b2a0" ac:name="confiform-field" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c8</ac:parameter>
<ac:parameter ac:name="withLabel">true</ac:parameter>
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<p>
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<ac:parameter ac:name="fieldName">c1</ac:parameter>
<ac:parameter ac:name="fieldLabel">Вовлечение других подразделений</ac:parameter>
<ac:parameter ac:name="values">false[0=Можем реализовать силами своей Дирекции / проектной группы / отделения|1=Требуется вовлечение других Дирекций внутри Центра|4=Требуется вовлечение других Центров внутри Блока|7=Требуется вовлечение других Блоков|10=Требуется вовлечение всего Банка|]</ac:parameter>
<ac:parameter ac:name="type">select</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="b8c8e8f6-acca-4eb8-abd5-88d4c4546752" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c2</ac:parameter>
<ac:parameter ac:name="fieldLabel">Срок реализации</ac:parameter>
<ac:parameter ac:name="values">false[1=Быстро (до 3 месяцев)|4=Средне (3 – 6 месяцев)|7=Долго (6 – 12 месяцев)|10=Очень долго (более 12 месяцев)|]</ac:parameter>
<ac:parameter ac:name="type">select</ac:parameter>
</ac:structured-macro>
</p>
<p>
<ac:structured-macro ac:macro-id="e9f2935e-e507-4a89-a18c-a6da32f232ee" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c3</ac:parameter>
<ac:parameter ac:name="fieldLabel">Срок достижения эффекта</ac:parameter>
<ac:parameter ac:name="values">false[1=Быстро (до 3 месяцев)|4=Средне (3 – 6 месяцев)|7=Долго (6 – 12 месяцев)|10=Очень долго (более 12 месяцев)|]</ac:parameter>
<ac:parameter ac:name="type">select</ac:parameter>
</ac:structured-macro>
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<ac:structured-macro ac:macro-id="17ea0842-5e72-4ba7-888f-349011aea119" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c4</ac:parameter>
<ac:parameter ac:name="fieldLabel">Бюджет</ac:parameter>
<ac:parameter ac:name="values">false[1=Бесплатно|4=В рамках бюджета Дирекции / Центра|7=Необходимо привлечение бюджетов нескольких Центров|10=Необходимо привлечение бюджетов нескольких Блоков|]</ac:parameter>
<ac:parameter ac:name="type">select</ac:parameter>
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<ac:structured-macro ac:macro-id="a6c5da7f-f617-4fab-8e3c-fdbed5732bb8" ac:name="confiform-field-definition" ac:schema-version="1">
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<ac:parameter ac:name="fieldLabel">Необходимые IT-ресурсы</ac:parameter>
<ac:parameter ac:name="values">false[1=Достаточно имеющихся IT-ресурсов|4=Необходима небольшая доработка силами Банка (внутренние подрядчики, например BCC Hub) или небольшая закупка в рамках резервов бюджета|10=Необходимы большие закупки оборудования и/или ПО, привлечение внешних подрядчиков — за рамками утвержденного годового бюджета|]</ac:parameter>
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<ac:parameter ac:name="fieldName">c6</ac:parameter>
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<ac:parameter ac:name="type">select</ac:parameter>
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<p>_____________________________________________________________________</p>
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<ac:parameter ac:name="fieldName">c7</ac:parameter>
<ac:parameter ac:name="fieldLabel">Итог</ac:parameter>
<ac:parameter ac:name="type">read_only</ac:parameter>
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<ac:structured-macro ac:macro-id="6b404d4b-8b39-4bd1-aab7-f758f3f376bd" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">c8</ac:parameter>
<ac:parameter ac:name="fieldLabel">Статус</ac:parameter>
<ac:parameter ac:name="values">false[1=Взять в работу|2=В бэклог Дирекции|3=Передать в бэклог Комитета инноваций|4=Доработать идею|]</ac:parameter>
<ac:parameter ac:name="type">select</ac:parameter>
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<p>
<ac:structured-macro ac:macro-id="68bbdca5-cf19-49b1-be45-160d11373b89" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="values">c7=(ZEROIFEMPTY("[entry.c1]") + ZEROIFEMPTY("[entry.c2]") + ZEROIFEMPTY("[entry.c3]")+ ZEROIFEMPTY("[entry.c4]")+ ZEROIFEMPTY("[entry.c5]")+ ZEROIFEMPTY("[entry.c6]"))</ac:parameter>
<ac:parameter ac:name="action">Set expression</ac:parameter>
<ac:parameter ac:name="actionFieldName">c1,c2,c3,c4,c5,c6</ac:parameter>
</ac:structured-macro>
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<p>
<ac:structured-macro ac:macro-id="9134c09e-b2ad-41f4-a91a-1b8f07cdd960" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="condition">c7:&lt;=5</ac:parameter>
<ac:parameter ac:name="fieldName">IF(LEN("[entry.s111]")&lt;=5, "Взять в работу", "Not good at all")</ac:parameter>
<ac:parameter ac:name="values">c8=1</ac:parameter>
<ac:parameter ac:name="action">Set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">c7</ac:parameter>
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<p>
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<ac:parameter ac:name="condition">c7:&lt;=21 AND c7:&gt;5</ac:parameter>
<ac:parameter ac:name="fieldName">IF(LEN("[entry.s111]")&lt;=5, "Взять в работу", "Not good at all")</ac:parameter>
<ac:parameter ac:name="values">c8=2</ac:parameter>
<ac:parameter ac:name="action">Set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">c7</ac:parameter>
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<ac:parameter ac:name="condition">c7:&lt;=41 AND c7:&gt;21</ac:parameter>
<ac:parameter ac:name="fieldName">IF(LEN("[entry.s111]")&lt;=5, "Взять в работу", "Not good at all")</ac:parameter>
<ac:parameter ac:name="values">c8=3</ac:parameter>
<ac:parameter ac:name="action">Set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">c7</ac:parameter>
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</p>
<p>
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<ac:parameter ac:name="condition">c7:&gt;41</ac:parameter>
<ac:parameter ac:name="fieldName">IF(LEN("[entry.s111]")&lt;=5, "Взять в работу", "Not good at all")</ac:parameter>
<ac:parameter ac:name="values">c8=4</ac:parameter>
<ac:parameter ac:name="action">Set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">c7</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="fe61ebfb-6ef2-48d6-b8f7-ac2c0038748f" ac:name="confiform-table" ac:schema-version="1">
<ac:parameter ac:name="formName">scoring2</ac:parameter>
<ac:parameter ac:name="sort">created DESC</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="37426a36-a690-4242-829c-07f1c4e8ac2e" ac:name="confiform-entry-edit" ac:schema-version="1">
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>

 

Alex Medved _ConfiForms_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 8, 2024

Make the rules to run ONLY on "user action"

You can see what happens by enabling the "debug mode" in the ConfiForms Registrations Control macro (will show you which rules are triggered.. and when)

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