Creating Assessment Form with Pre & Post Ratings

  • teahu
    Asked on March 31, 2025 at 3:38 PM

    Good morning,

    I'm wanting to create a form where clients would rate their "wellbeing, and wellbeing dimensions" twice within a session (pre/post), immediately when they come in and after the session is finished.

    This rating should be available to them after completing the session (live?) immediately to discuss further. I'm hoping this form could lead into comparable sessions for the client which is easily accessible.

    Some examples of dimensions for the sake of this; wellbeing, sleep, food, mood, productivity

    Confidentiality and individuality of ratings is important.

    I've tried creating this, however been stuck a few times and I am seeking guidance/support to achieve this within Jotsform.

    Thank you

  • Aries JotForm Support
    Replied on March 31, 2025 at 9:51 PM

    Hi teahu,

    Thanks for reaching out to Jotform Support. I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.

  • Aries JotForm Support
    Replied on April 2, 2025 at 3:56 AM

    Hi teahu,

    I see that you've already created your form with pre- and post-session sections, including scale rating fields. If you’d like to display the results after the form is submitted, you can add two hidden Form Calculation widgets to calculate the scores for both the pre- and post-session assessments. Then, customize your Thank You Page to display these results. Let me show you how to do it.

    1. In Form Builder, click on the Add Element menu on the left side of the page.

    2. Click on the Widgets tab and search for Form Calculation and add two of them in your form field.

    Creating Assessment Form with Pre & Post Ratings Image 1 Screenshot 70

    2. Click on the Gear icon beside the widgets and click on the Advanced tab, then click the Switch button beside Hide.

    Creating Assessment Form with Pre & Post Ratings Image 2 Screenshot 81

    3. Click on the Wand icon beside the Form Calculation widget and click on the Add Field button.

    4. Select each Scale Rating field followed by a + sign, and the last field should not have a + sign at the end. Make sure to click on the Save button once done. Creating Assessment Form with Pre & Post Ratings Image 3 Screenshot 92

    5. Now in the orange top navigation bar, click on Settings and click on Thank You Page on the left side menu.

    Creating Assessment Form with Pre & Post Ratings Image 4 Screenshot 103

    6. Click on the Add Field button and select Pre- and Post-Session Assessment, then customize your Thank You page description.

    Creating Assessment Form with Pre & Post Ratings Image 5 Screenshot 114

    Here's the sample result:

    Creating Assessment Form with Pre & Post Ratings Image 6 Screenshot 125

    If this is not exactly what you are looking for, can you share more details about this with us?

    Give it a try and let us know if you have any other questions.



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