How to Create a Formula Assessment with a Selected Measurement

This guide will walk you through the steps on how to create a formula assessment with a selected measurement.

Navigate to the “Account” tab.

Go to “Assessments” tab on the left side bar.

Click on the “Add New Assessment” button.

Enter an assessment name and description.

Enable assessment scoring by checking the box for “Score this assessment”.

Enable the option to “Send a confirmation email receipt”. The client will receive an email when their assessment is completed summarizing the points and total score.

Enable the option to “Allow completed assessments to be viewed without logging”. This allows the assessment results to be viewable on the leaderboard when not logged in.

Go to the “Fields” tab.

Add a “Formula Field”.

Enter your formula field question.

Enter your formula.

Under Save Result as Custom Measurement, select a measurement from the drop down list.

Add a new field.

Select fields that will allow points to be earned for each response. For example drop down fields, checkbox groups and toggles.

In this example we used a drop down field. So enter the question and add drop down options.

Set the points for each option you add.

Here is an example of the drop down options and points.

After adding all of your fields, click on the “Customize” tab.

Enter the button text, for example “Submit Assessment”.

Click on “Save Assessment” to save changes.

This guide covered the steps required to create a formula assessment with a selected measurement.