What if your checklist could do the thinking for you? Not just capture answers but combine them and calculate a result instantly?
That’s exactly what the Formula Question Type is for inside the 1Place Checklist Builder.
What is Formula?
Formula lets you create a question that automatically answers itself based on the combined responses from two previous Select questions.
For example, if you're doing a Risk Assessment, you’ve probably used something like a 'Likelihood' + 'Consequence' matrix to calculate a Risk Level. Instead of attaching that matrix as help image and asking users to figure it out manually, why not let 1Place do the thinking?
How to Set Up a Formula Question?
Let’s use the Risk Assessment Matrix below as an example.
Let’s say you’re using this matrix to determine the Risk Level in your Risk Assessment Checklist. Let us use the Formula question type to automatically generate the Risk Level for you.
Step 1 – Add the First Question
Let us start by adding your first Select type question. This could be your ‘Consequences’ rating, for example.
Click ‘+ Add Question’ on the left side of your screen.
Choose ‘Select’ as the question type (Note: Formula only works with Select questions).
Set your choices and scoring as needed.
Example:
Step 2 – Add the Second Question
Next, add your second question, something like ‘Likelihood’ rating. Repeat the same process as the first question for the second question, you can use a different set of options. Again, use the Select question type.
These two will be the foundation of your Formula logic.
Step 3 – Set Up the Formula Question
Now for the main part:
Note: This question won’t ask users to input anything. Instead, it auto-generates an answer based on how the previous two questions were answered
Click ‘+ Add Question’ and select ‘Formula’ as the question type.
Give your question a label (e.g., “Risk Level”).
Under the Scoring section, define the possible outcome options (e.g., Low, Moderate, High).
In the Formula settings, choose the grouping where your two questions live; in this example ‘Likelihood’ and ‘Consequence’ questions.
Then, pick both questions from the dropdowns.
Example:
Once you have selected those questions, a list of all possible combinations of the answers will be listed just below it.
Here’s where you define the logic. In the column labeled with your Formula Question—let’s say ‘Risk Level’—enter the result that should show for each answer pair.
Once correctly filled out, a green checkmark will appear beside each combination.
Once saved, a small orange 'Input' icon will show up on the questions linked to the Formula, making them easy to spot and update.
Aside from Risk Assessment Checklists, the Formula tool is also ideal for scenarios such as:
Determining escalation priority in customer or parent complaints
Setting appropriate maintenance response times based on urgency
Classifying severity of incidents