Aggregation of Amounts Generated from Seven Questions

Underdog

Good morning everyone,

For those that might be able to assist:  I've developed the following format for seven questions in Nintex List:

Question #1

    Response #1 format = 0|[Answer]

    Response #2 format = 1|[Answer]

    Response #3 format = 3|[Answer]

    Response #4 format = 9|[Answer]

Question #2

    Response #1 format = 0|[Answer]

    Response #2 format = 1|[Answer]

    Response #3 format = 3|[Answer]

    Response #4 format = 9|[Answer]

Etc..  Each question can only have one response, with the corresponding number/amount.  How do I tally the seven response amounts into one amount (in Nintex Forms)?

Thank you for your thoughts and help.

 

11 replies

Garrett
Userlevel 6
Badge +16

Hi @Underdog


You can use a variable for this. 


 


1. Create a new Variable - intScore 


Click "Form Variables".



2. Add and configure the variable.


Connect to a SP column to save this value.



3. Assign the value to the variable using the Formula Builder.


Click the formula builder button. 



The formula should be Q1 + Q2 ... + Q7. 


Use the Named Controls to select the form control. double-Click the name control to insert into the formula area. 



Click OK to save the formula.


Click Save to save the variable.


 


4. You can use a Calculated Field to display the variable +intScore


 


hopes that helps


 

Garrett
Userlevel 6
Badge +16

There is an additional step required which is to convert the value of Question1 into an Integer type.


 


Previously it was - Question1 + Question2


Let say Question1 value is 2 and Question2 value is 5


So Question1 + Question2 = "25". The reason is that those values are Strings


 


You need to convert the values into Integer using the SUM function.


So the new formula is - sum(Question1) + sum(Question2)



 


Hope that helps

Underdog

Hi.


Thank you for the response.  I created the column as advised.  It doesn't show up in the Form Variable: "Connected to" drop-down.  I tried to refresh, but it still doesn't show up.  Also, the questions do not show up in the "Named Controls."  Thoughts?


 


P.S. Your supplemental equation is very helpful.

Garrett
Userlevel 6
Badge +16

Hi @Underdog 


Just curious, did you provide a UNIQUE name for EACH of your Choice controls?



Perhaps you can share a screenshot of your control settings

Underdog

The questions were created by a colleague and inputted into Nintex/List/Problems/[the various questions].  These questions flow into the Form.  When the List/[various questions] are updated with new language, the Nintex Form updates too.


Category:


  Impact of the effort


    Response #1:  0|Neither driven by or impacted to business initiative


    Response #2:  1|Required to implement business initiative but no specific timeline identified


    Response #3:  3|Required to implement business initiative and a specific timeline identified


    Response #4:  9|Required to implement business decision


  High level estimate of associated savings


    Response #1:  0|No Improvement associated with effort


    Response #2:  1|$2,000 or less per year


    Response #3:  3|$10,000 or more per year


    Response #4:  9|Greater than $2,000 and less than $10,000 per year


  Revenue increase or expense reduction


    Response #1:  0|No savings expected.


    Response #2:  1|$2,000 or less per year.


    Response #3:  3|Greater the $2,000 and less than $10,000 per year.


    Response #4:  9|$10,000 or more per year.


  Risk Avoidance


    Response #1:  0|No risk avoidance.


    Response #2:  1|Minimal risk avoided in 1 or more of the following areas.


    Response #3:  3|Moderate risk avoided in 1 or more of the following areas.


    Response #4:  9|Major risk avoided in 1 or more of the following areas.


  Initiative Cost


    Response #1:  0|No estimate cost.


    Response #2:  1|Greater than $10,000.


    Response #3:  3|Greater than $2,000 less that $10,000.


    Response #4:  9|Less than $2,000.


  Complexity & Implementation Risk


    Response #1:  0|Uncertain of interdependencies, level of effort, and complexity.


    Response #2:  1|High Complexity; significant interdependencies with other projects, programs, or teams.


    Response #3:  3|Medium complexity; few interdependencies with other projects, programs, or teams.


    Response #4:  9|Low complexity; minimal or no interdependencies with other projects, programs, or teams.


  Urgency


    Response #1:  0|Not provided.


    Response #2:  1|No specific timeline has been identified for implementation.


    Response #3:  3|Timeline to implement is flexible.


    Response #4:  9|Timeline to implement can not be negotiated.


Thoughts?

1 Attachment
Garrett
Userlevel 6
Badge +16

Hi @Underdog 


The requirements has shifted... No worries...


 


Your Form Choice Control is connected to a SP Choice Column.


The creation of Choices (add, remove, edit) is done in SP.


The Form will just fetch the choices.


 


The PURPOSE of this method is to allow for easy addition of items into the Form Dropdown list.


Furthermore this item management can be done by a Business User.


Usually its for managing CATEGORY, DEPARTMENTS, BRANCH, etc


 


Hmmm - I'm thinking what is the best way forward - development effort, balancing code maintenance, ease of managing the answers.


 


Question: Do you have only 1 form connect to 1 set of question/List


Question: How often is the answers updated (add/remove/edit) ?


 


Usually if this method is chosen, the scoring is done in the workflow (longer method)


The Switch and Set Variable action. Furthermore you have to copy the exact string for Answer 1.


If answer options are change, you need to update the workflow. 



The bright side of this is that the SP List becomes 1 large dashboard.


 


Do share your thoughts on this


 

Underdog

First off - I have to thank you very much for your help and willingness to help me!


 


So, yes, SharePoint drives the questions.  The Form merely obtains the information from SP, which does make managing the questions & responses easy. 


 


Yes .. I believe it's one Form for this set, and I do not believe it will be updated much.  I have no word otherwise.  I don't see this process being amended much after it's establishment.  I believe once it's created it will pretty much be set in stone .. probably the only item to really change is the scoring (as they refine the amounts for each category).


 


I'm glad to hear you mention that Workflow is the typical choice for this method.  I tried to get it to work, but believe I am missing a few pieces of the puzzle.  I used Switches & Set Variables, but believe I need advice.


 


Yes.  I also agree with you that the exact response language needs to be included.


 


So, I send this commentary to you and shortly send my Workflow to you for advice.  Any thoughts in the meantime would be welcomed.


 


Thanks so much ..


 


 

Underdog

So, I've tried Snip-It, copy & paste.  Hmmm .. doesn't seem to be cooperating with me.  As such, I've attached pictures.


 


Essentially, I began with the Switch, just like you mentioned.  I proceeded to "Run If", then "Conditional Branches" because I was trying to set up a simple way to calculate amounts (though, I believe there is an even simpler way).


 


Next, I set up "Set Workflow Variables" followed by "Convert Value" from text to Integer .. finally with a "Do Calculation" .. and then another "Do Calculation", all of which I'm sure can be simplified.  I'll send the "Actions" content if deemed necessary and will amend to your thoughts when provided.


 

4 Attachments
Underdog

Hi Garrett,


Do you have any additional advice?


Thank you..

Garrett
Userlevel 6
Badge +16

Hi @Underdog 


I was hoping to spend a bit of time on this during the weekend.


 

Underdog

Ok.  Great.  Thank you!

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