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If Then and Average Formula in PDF using Checkboxes

Explorer ,
Jan 19, 2024 Jan 19, 2024

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Hi Everyone,

 

I am trying to a formula which I believe would be an "IF, THEN" formula for my performance evaluation form. Basically what I need to happen is that if a checkbox is selected in a row in any of the 5 columns (i.e., unacceptable, Needs, Meets, Exceeds, Outstanding) with each worth a score between 1-5 respectively, then in the total column it will reflect a number between 1-5 according to the rating scale (see screen shot below). So if the Unacceptable box is checked in the first row, the Score should equal 1; 

Diana32963289q2sp_1-1705729447555.png

I am also looking for an average formula to average all the numbers out to 1 whole number

Diana32963289q2sp_2-1705729571582.png

 

Can you please help me? 

 

Thank you so much!

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PDF , PDF forms

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correct answers 1 Correct answer

Community Expert , Jan 19, 2024 Jan 19, 2024

You don't need script for this, give each checkbox export value to be the score for that checkbox, for example give 'Unacceptable' checkboxes export value 1, 'Needs' export value 2...etc (you can set export value in checkbox field properties, under 'Options' tab)

Now just go to text field properties and under 'Calculate' tab select 'Value is the' (Sum+) and pick checkboxes.

Do the same for average, just instead of Sum+ select (average) and pick fields you wish to get average score.

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Explorer ,
Jan 19, 2024 Jan 19, 2024

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The screenshot shows essentially what I want to happen as the end result

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Explorer ,
Jan 19, 2024 Jan 19, 2024

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@Thom Parker Can you help me with this?

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Community Expert ,
Jan 19, 2024 Jan 19, 2024

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You don't need script for this, give each checkbox export value to be the score for that checkbox, for example give 'Unacceptable' checkboxes export value 1, 'Needs' export value 2...etc (you can set export value in checkbox field properties, under 'Options' tab)

Now just go to text field properties and under 'Calculate' tab select 'Value is the' (Sum+) and pick checkboxes.

Do the same for average, just instead of Sum+ select (average) and pick fields you wish to get average score.

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Explorer ,
Jan 22, 2024 Jan 22, 2024

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Thank you so much for your help! I was given a formula before for this type of form but for some reason it was no longer working. This method is much simpler. Thanks a million!

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