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Convert Project Scorecard Values to Custom Field?

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Level 1

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

1 Accepted Solution

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Correct answer by
Community Advisor

@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.

KellieGardner_0-1736189681838.png

 




View solution in original post

1 Reply

Avatar

Correct answer by
Community Advisor

@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.

KellieGardner_0-1736189681838.png