Update questionnaire scores and timestamp on the record
Update questionnaire scores and timestamp on the record
Your dropdown survey responses stay as labels, delaying scoring and hindering advisor comparisons. Scores are computed and written back so you have consolidated metrics for reviews same day.
Workflow preview:
Zap details:
Overview
Manual dropdown labels make evaluation data inconsistent and slow down reviews. This flow converts those labels into numeric scores, sums totals, and writes them back so program coordinators and managers can see consolidated metrics and act same day.