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Customer experience | Sales, Customer Insights,...
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Advice on how compile an overall score in survey and report back to respondent

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Posted on by 5

I'm totally new with the Customer Voice product, and I've been tasked with figuring out if the following type of feedback is possible within a form.  I have been searching for similar use cases on the forum but have not yet found one, so apologies if it's out there and I haven't yet found it. 

The intent of the survey is to determine task sizing [S/M/L] based on the responses.  Each question in the survey will have answers that will correspond to [S/M/L] scoring.  If the person answering the survey answers all 'S' responses, their end score is 'S'.  However, if they answer any question with an 'M', their overall end score will be 'M'.  Same with 'L'...  any question answered with an 'L' response will give a final score of 'L'.  You can never go backward in scores...  once a 'M', you can't go back to 'S', etc.

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Example:

1.  Does the application use network drives and fileshares?

    0   Yes [M]

    0   No [S]

2.  What authentication method does the application use?

    0  Active Directory [S]

    0  Ping AD [S]

    0  Ping LDAP [M]

    0  LDAP [L]

3.  What OS does the application server require?

   0  Windows Server 2019 [S]

   0  Linux [S]   

   0  Windows Server 2012 [M]

etc...

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The group that tasked me this would prefer if we could give feedback to the respondent in real time if possible, so I was trying to figure out if there was a way to keep a running tabulation of the score with a variable, but I can't see a way at first blush to set a variable based on survey response (but maybe I'm just missing it).  I did figure out a path to go down where I duplicated all of the questions three times, giving each a [S/M/L] version and basically branched the responses to the appropriate path (i.e., if you answered 'M' to question #2S, I branch you to #3M instead of #3S).  Then, at the end, I can determine your end score by what path you reside in on your last question.  That seems unnecessarily complicated, so I was hoping for a more elegant solution.  Obviously there is a need to have metrics on the back side, and by breaking these questions into the [S/M/L] paths, the responses are being broken out into different results as well, so that's not the best either.

I figure, alternatively, if I don't need a real-time response to the respondent, I could tabulate their score after the fact and return them a score in email or by some other means via an automate, but I just started on this in the last day or two and haven't spent time looking down that path yet.

Advice from those more experienced with this tool on how you might handle a request like this?  Thanks in advance...

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  • Suggested answer
    Welly Lee Profile Picture
    on at

    threshcl - apology for missing this post earlier. We are working on the survey scoring capability this quarter. In the meantime, you may consider using branching rule and power automate workflow for your scenario

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