Using Trysquare

Repeatable fields, calculations and risk matrices in Trysquare

Record the same questions for every item you find, score answers as you go, show colour bands with the reason, and rate risk on a matrix of your own.

· 4 min read

Three of the form builder's question types do more than collect an answer. A repeatable field asks the same questions once for every item found. A calculation works out a result from other answers as the form is filled in. A risk matrix rates something on two scales and scores it.

This guide assumes you have already built a form.

Repeatable fields

Use a repeatable field when an inspection finds a varying number of the same thing: each damaged location, each defect, each room. The questions inside it are asked once per entry, and the person filling it in adds as many entries as they need.

  1. Add a Repeatable field to the form.
  2. Set its Entry label, the name of one entry. Entries are numbered from it: an entry label of "Location" gives Location 1, Location 2 and so on, and an Add location button.
  3. Optionally set the fewest and most entries.
  4. Drag the questions each entry needs inside it.

A repeatable field can sit inside a section, but not inside another repeatable field.

Scores on options

Calculations work from scores. Give the options of a Single choice or Multiple choice question a Score, and number questions count as their value. A risk matrix and another calculation can be used too.

Calculations

Add a Calculation and choose how it is worked out:

  • Add up, Multiply or Average the questions it uses
  • Percentage of the most possible, for a score out of the maximum

When a repeatable field comes earlier in the form, a calculation can also work across its entries: Add up the entries, Average of the entries, the Lowest entry, the Highest entry, or Count the entries. Counting can be limited to entries in one band, which is how a form counts, say, every entry graded red.

Choose the questions it uses (up to 10, all earlier in the form). For adding up, averages and percentages, each one can carry a weight. Questions that cannot be used are greyed out, with the reason shown on hover.

Bands

Bands turn a number into a meaning. Add up to 10, each with a label, a colour and the value it starts From: for example Low from 0, Medium from 8 and High from 15.

When the form is filled in, the result shows in its band's colour, with a line explaining it, such as "Because Damage category is Red". Until the questions it uses are answered, it says so instead of guessing.

Band overrides handle the cases a number cannot. For example, show High whenever a particular question is answered yes, whatever the total. Add an override, choose the band, and set the conditions.

Risk matrices

A Risk matrix rates something on two scales, such as likelihood and severity. It starts as a 5 by 5 grid scored 1 to 5 on each side.

  • Name what the rows and columns rate.
  • Edit each row and column's label, score and description, and add or remove rows and columns, up to 10 each.
  • Each cell scores its row's score multiplied by its column's score.
  • Add bands, so each cell is coloured by the band its score falls in.

Each side needs between 2 and 10 scored rows or columns before the form can be published. The person filling it in picks the cell that applies, and the matrix's score can feed a calculation.

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