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July 1, 2024
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Convert Project Scorecard Values to Custom Field?

Howdy WF Friends!

 

We have project scorecards in use. The scorecards, year to year, have 4-6 questions. Is there a way to programmatically obtain each answer's point value and copy it to a custom field and/or form? Ultimately what I'd like to do is have a project report with scorecard values in separate columns.

 

I appreciate your help!

 

Mike

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KellieGardner
KellieGardnerAccepted solution
Community Advisor
January 6, 2025

@mikemcwilliams - If you are just looking to have the values of the scorecard populate onto a report you do not need to map them to a custom form. You can use text mode to pull them into a project report.

 

Example 1:

This will combine the question name, the answer provided and the value it represents:

valueexpression=CONCAT("Q: ",{scoreCardQuestion}.{name}," - A: ",{scoreCardOption}.{label}," - ",{numberVal}," pts.") listdelimiter=<div> listmethod=nested(alignmentValues).lists valueformat=HTML displayname=Scorecard textmode=true type=iterate

 

Example 2:

This will look for a question with a specific name and return only the value of the answer

displayname=What is the goal of this project? listdelimiter=<div> listmethod=nested(alignmentValues).lists textmode=true type=iterate valueexpression=IF({scoreCardQuestion}.{name}="enter the name of your question here",{numberVal}) valueformat=HTML

 

 

Example of how they look in a report.

 

1 reply

KellieGardner
Community Advisor
KellieGardnerCommunity AdvisorAccepted solution
Community Advisor
January 6, 2025

@mikemcwilliams - If you are just looking to have the values of the scorecard populate onto a report you do not need to map them to a custom form. You can use text mode to pull them into a project report.

 

Example 1:

This will combine the question name, the answer provided and the value it represents:

valueexpression=CONCAT("Q: ",{scoreCardQuestion}.{name}," - A: ",{scoreCardOption}.{label}," - ",{numberVal}," pts.") listdelimiter=<div> listmethod=nested(alignmentValues).lists valueformat=HTML displayname=Scorecard textmode=true type=iterate

 

Example 2:

This will look for a question with a specific name and return only the value of the answer

displayname=What is the goal of this project? listdelimiter=<div> listmethod=nested(alignmentValues).lists textmode=true type=iterate valueexpression=IF({scoreCardQuestion}.{name}="enter the name of your question here",{numberVal}) valueformat=HTML

 

 

Example of how they look in a report.

 

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