Scorecard for a Request

Hi Frank, We've used a scoring process in a couple of different flavors in our department. We have been able to setup with custom forms and based on what gets selected, it will calculate items. Did you attend the Leap conference in 2019? There is a really good presentation that is available that gives good insight into how to do different types of calculations. Based on the scores in the custom form, I create a report to show me the individual scores and the total sum (each is a field; I sum the sums of the other items together to get my total). I've used it for product management to score what enhancements we should work on with our vendor (what's the most critical of the critical), we've used it to score general requests to our business units as well. This is at the issue level since the initial request goes under that bucket. We review with the requestor to confirm the need of the request and either do it quickly if it's something simple or convert it to a project. The built in project score card functionality can mimic what can be setup with custom forms / fields at the issue object level, but has more functionality to build out a business case (one can argue is a project charter or at least to confirm need) and you can customize score cards and then output a PDF that shows what the project is. We don't use that yet at our company but it would be something I'd like to try. I prefer built in functionality over custom functionality but for issues it works. I use a lot of "If" statements which look something like, IF({Name of Custom Field}='Choice in the field',10,0). This says that If a custom field name has an individual value I selected and identified in the calculation, then if it's select and therefore "true", give it 10 points. If it's not selected and therefore "false," give it 0 points. If I have a lot of these fields, I'll then do SUM({Name of Field 1}, {Name of Field 2}, {Name of Field 3}). I'll then do a sum of sum with SUM{Sum Score 1}, {Sum Score 2}, {Sum Score 3}). Keep in mind, I don't know SQL and I'm told it follows the same type of logic or concept. I have been hunting for a way too to collapse the amount of calculations I do with more "or" logic (which is || in the calculation) but I haven't been successful yet so I've had to do a lot of individual calculations per selectable item on a custom field which isn't ideal but it works. I've reached out to the community a few times but haven't been able to get it to work yet. I also learned that calculations don't work for multi-select custom fields, you have to do individual selectable items currently (please others correct me if this has changed or if you figured out how to do this). I'm happy to do a WebEx call to show you what I mean as well if that's easier. I learned a lot at the Leap conference in 2019 to implement this for the first time at our company (that I'm aware of but happy to be wrong there too) and it's helped to get a bit more adoption of the tool internally. Please let me know if you have any other questions. I'd be interested to see what you come up with to see if I can learn something and simplify my calculations. :) Tim Greek, PMP IEHP

Hi Frank, I am by no means an expert in this but we set up something similar for a client demo whereby we scored certain questions/fields in the custom form and then set up some reports with conditional formatting so we could visually see a certain type of request, e.g. those needing internal approval/which location the client was in etc from the whole list. When you are in the custom form (via Set Up) and select the field you want to score, click the Options button and select Show Value, another line appears under the option; I added in my scores there, then created some calculated fields in an Admin only section at the bottom of the form referencing the fields I wanted to score; Then created an Issue report and pulled in the custom fields showing the scores and set up some conditional formatting so we could see at a glance what type of request it was by the colour of the line. This was shown to me by one of the Workfront technical guys when we were trying to come up with a solution for a potential client that would be receiving thousands of requests globally and needed to easily identify them from the list type views of new requests etc. Hope that is of some help! Vikki Gibbs WF System Admin Paragon Customer Communications