Understanding Field Weighting

Field Weighting

This guide explains how field weighting works in RDrive and its role in determining form completion percentages.

• Purpose: To help users understand field weighting and how it impacts form completion calculations. 
• Who It’s For: General users and company admins responsible for setting up templates on RDrive. 

Prerequisites: Access to RDrive and knowledge of field properties.

TABLE OF CONTENTS

• Step-by-Step Instructions
  • What is Weighting?
  • What Value Should I Put in for Weighting?
  • Where to Set Weighting?
  • How Will Weighting Affect Completion?
  • How is Weighting Displayed?
  • FAQs & Troubleshooting

Step-by-Step Instructions

What is Weighting?

Weighting refers to the importance or value assigned to specific fields within a template, which directly affects the overall completion percentage of an item. When you set a field's weighting, it determines how much that field contributes to the item’s completion status.

• If only one field has a weighting, the item will be considered 100% complete once that field is filled out.

• Weighting fields are essential for tracking the completion progress of items in your system.

What Value Should I Put in for Weighting?
Weighting values must be set as whole numbers (e.g., 1, 2, 3). These numbers determine the relative importance of each field in the overall completion calculation.

Where to Set Weighting?
Weighting is set at the company level in the most recent version of the template. To enable weighting:

• Step 1: First, enable the field as mandatory. This is a prerequisite for setting the weighting.

• Step 2: Once the field is marked as mandatory, the weighting option will appear, allowing you to input the desired weighting value.

Issue template:

Process's Form template:

How Will Weighting Affect Completion?
Let’s say you have two mandatory fields, and each has a weighting of 1. The total value would then be 2.

• If one field is completed and the other remains incomplete, the completion percentage will be 50% (1/2), as only one of the two weighted fields has been filled.

How is Weighting Displayed?
The completion percentage based on the weighting will be displayed in:

• Finder View

• Form Viewer
  

• Card View on the Plan View
  
  
  

This allows you to easily track the completion progress of items based on their assigned weightings.

FAQs & Troubleshooting

❓ What happens if I don’t set a weighting value?
✔️ The system may not correctly compute the item completion percentage.

❓ Why are some fields highlighted pink or marked with an asterisk?
✔️ These indicate mandatory fields that must be filled before changing the status.

❓ Can I adjust field weighting after setting it?
✔️ Yes, field weighting can be modified in the Properties section of the form.

❓ Why is the completion percentage not showing in Finder view?
 ✔️ Possible reasons:

1️⃣ Weighting has not been set, so the system does not need to calculate the completion percentage.
2️⃣ The display setting is hidden, check the settings and enable the completion percentage display.

For additional support, refer to the RDrive documentation or contact the support team.