Overview
DemandFlow includes two row types for structured evaluation: Scoring and Scoring Criteria. These row types allow you to define evaluation criteria with weighted scores, enabling systematic assessment of records against a consistent framework.
Scoring
The Scoring row type displays a summary view of scores calculated from fields on the record. It provides a visual representation of how the record performs against its evaluated criteria, often displayed as a gauge, progress bar, or summary panel.
Scoring Properties
| Property | Required | Description |
|---|---|---|
| Type | Yes | Must be set to scoring |
| Header | No | A heading displayed above the scoring display. |
How Scoring Works
Scoring works in conjunction with fields that have the scored property enabled. When an Indexed Select field has scoring enabled, each of its options is assigned a numeric score value. The Scoring row type aggregates these individual field scores to provide an overall assessment.
For example, a risk assessment entity might have several scored dropdown fields such as "Likelihood" (scored 1 to 5) and "Impact" (scored 1 to 5). The Scoring row type would display the combined assessment.
Scoring Criteria
The Scoring Criteria row type provides an editable grid where users can score a record against a defined set of criteria. Each criterion has a name, description, and a score value that the user assigns.
Scoring Criteria Properties
| Property | Required | Description |
|---|---|---|
| Type | Yes | Must be set to scoringcriteria |
| Header | No | A heading displayed above the criteria grid. |
| Property | Yes | The name of the property on the record that stores the criteria and their scores. |
| Min Height | No | The minimum height of the grid in pixels. Defaults to 400 pixels. |
Scored Fields on Forms
The scoring system integrates with Indexed Select fields on forms. When configuring an Indexed Select field, you can enable the Scored property. Each option then includes a Score value in addition to its display text. This allows any dropdown field to contribute to the record's overall score.
See the Field Type: Indexed Select article for details on configuring scored options.
Use Cases
- Risk assessment — score risks against likelihood and impact criteria
- Project evaluation — rate project proposals against strategic alignment, feasibility, and value criteria
- Vendor assessment — evaluate vendors across multiple categories
- Compliance scoring — track compliance status across regulatory requirements
- Investment screening — score investment opportunities against due diligence criteria