Rating Control

17 Mar 2025
11 Minutes to read

Rating Control

Updated on 17 Mar 2025
11 Minutes to read

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What’s New?
Survey control renamed to Rating in the left panel of the Form Designer and Radio Rating Control introduced in the Shape dropdown.

Rating Survey Control in Form Designer is a powerful feature designed to enhance feedback collection by enabling the use of rating systems. This feature, allows form designers to incorporate a rating control within their forms, giving users a straightforward and visual method to provide feedback on a scale. This control is particularly useful for gathering user opinions or satisfaction levels, as it simplifies complex feedback into an easily quantifiable metric.

Configure Rating Survey Control

Configuring the Rating Survey Control in Form Designer involves setting key properties and customizing its appearance to align with the intended feedback experience.

To configure rating control, perform the following steps:

Log in to the Apex application as an Application Designer.
Navigate to Design Studio > select Module > Form Designer.
Click New to configure a new Form.
Enter the details in the General step and click Next.
In the Design step, navigate to Controls > Survey Control > Rating.
Drag and drop the Rating control on the design canvas.
Hover on the Rating control to view configure and delete icons.
Click the gear icon to configure Rating control.
Configuration screen displays the following tabs:
- Properties
- Appearance
Figure: Rating Configuration

Properties

In the Properties tab, you begin by defining the Title and Subtitle of the rating control, which provide context to users about what they are rating. Next, you select the desired shape for the rating, choosing from options like Star, Smiley, Heart, Thumb, or Radio button. Each shape offers a different visual style and can cater to different feedback needs. You then determine the scale, which defines the number of levels (e.g., 1 to 5 stars), enabling precise feedback granularity.

Properties further the following sections:

General

The general properties enable you to configure the name, shape and scale for the Rating control.

To configure General properties, perform the following:

By default, Title field is populated with Rating title. However, this field value is editable.

Figure: General
Enter Sub Title for the Rating title.
This information is displayed below the Title field in the Form.
Select Shape from the dropdown.
The dropdown displays the following list:
Star
Smiley
Heart
Thumb
Radio
Upon selecting a Shape, an additional field Scale is displayed.
Figure: Shape and Scale
Select Scale for the chosen Shape.
Control
Scale range
Star
2-10
Smiley
2-5
Heart
2-10
Thumb
2-3
Radio
2-5
Note
Provides a measurable scale between which the Rating can be provided.
Based on the selected Shape and Scale more configuration details are added to the General properties. For more information, refer to the following:

Control	Scale range
Star	2-10
Smiley	2-5
Heart	2-10
Thumb	2-3
Radio	2-5

Star

Smiley

Heart

Thumb

Radio

Typically used for rating satisfaction on a scale (example: 1-5 stars), this rating gives users the option to select a level of satisfaction or quality.

ITSM Application Use Case Scenario: A star rating could be used in an incident resolution feedback form where a user rates how satisfied they were with the resolution of their IT issue.
Example: "How would you rate the resolution of your support request?".

Selecting Star Shape will enable you to select Scale between 2 - 10.

Based on the selected Scale, configuration details are added to the General properties.

Note
Based on the selected Scale the following values is displayed.
Example: If Scale is 2 then, two values are populated across the below table. Similarly, if Scale is 3 then three values are populated.

How No Rating works and its Use Cases

The row with No Rating is not displayed to the consumer.

No Rating works, in case you want to allocate a negative score to questions where a feedback is not provided.

Use Case 1:

Sam the Application Designer configures 0 Score for No Rating. If an employee does not provide any rating then by default, 0 is assigned as a Score to that feedback. This is applicable when an average is calculated.
Employee
Rated? (Y/N)
Rating
Fredrick
No
0
William
Yes
4
Maxwell
Yes
4
Adam
No
0
Average
(0+4+4+0) / 4 = 2

Employee	Rated? (Y/N)	Rating
Fredrick	No	0
William	Yes	4
Maxwell	Yes	4
Adam	No	0
Average	(0+4+4+0) / 4 = 2

Use Case 2:

Sam the Application Designer configures -1 Score for No Rating. If an employee does not provide any feedback then, -1 is is assigned as a Score to that feedback. This effect takes while calculating the average.
Employee
Rated? (Y/N)
Rating
Fredrick
No
-1
William
Yes
4
Maxwell
Yes
4
Adam
No
-1
Average
((-1) + 4 + 4 + (-1)) / 4 = 1.5

Employee	Rated? (Y/N)	Rating
Fredrick	No	-1
William	Yes	4
Maxwell	Yes	4
Adam	No	-1
Average	((-1) + 4 + 4 + (-1)) / 4 = 1.5

Field	Description
Add Rating Labels	Enable this control view the labels for each rating. On enabling this control, an additional Rating Label field is enabled with auto populated values.
Rating Label	Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed. Example: 1 - Dissatisfied 2 - Neutral 3 - Satisfied
Score	Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating. Note The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.
Color	Click on the color picker to change the color in HEX or RGB values.

A set of faces with different expressions (Example: happy, neutral, sad) to quickly gauge user satisfaction with a service or interaction.

ITSM Application Use Case Scenario: A service request form could use smiley faces to assess how happy a user is with the IT service experience or communication received.
Example: "How would you rate your interaction with our support team?".

Selecting Smiley Shape will enable you to select Scale between 2 - 5.

Based on the selected Scale, configuration details are added to the General properties.

Note
Based on the selected Scale the following values is displayed.
Example: If Scale is 2 then, two values are populated across the below table. Similarly, if Scale is 3 then three values are populated.

How No Rating works and its Use Cases

The row with No Rating is not displayed to the consumer.

No Rating works, in case you want to allocate a negative score to questions where a feedback is not provided.

Use Case 1:

Sam the Application Designer configures 0 Score for No Rating. If an employee does not provide any rating then by default, 0 is assigned as a Score to that feedback. This is applicable when an average is calculated.
Employee
Rated? (Y/N)
Rating
Fredrick
No
0
William
Yes
4
Maxwell
Yes
4
Adam
No
0
Average
(0+4+4+0) / 4 = 2

Employee	Rated? (Y/N)	Rating
Fredrick	No	0
William	Yes	4
Maxwell	Yes	4
Adam	No	0
Average	(0+4+4+0) / 4 = 2

Use Case 2:

Sam the Application Designer configures -1 Score for No Rating. If an employee does not provide any feedback then, -1 is is assigned as a Score to that feedback. This effect takes while calculating the average.
Employee
Rated? (Y/N)
Rating
Fredrick
No
-1
William
Yes
4
Maxwell
Yes
4
Adam
No
-1
Average
((-1) + 4 + 4 + (-1)) / 4 = 1.5

Employee	Rated? (Y/N)	Rating
Fredrick	No	-1
William	Yes	4
Maxwell	Yes	4
Adam	No	-1
Average	((-1) + 4 + 4 + (-1)) / 4 = 1.5

Field	Description
Add Rating Labels	Enable this control view the labels for each rating. On enabling this control, an additional Rating Label field is enabled with auto populated values.
Rating Label	Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed. Example: 1 - Dissatisfied 2 - Neutral 3 - Satisfied
Score	Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating. Note The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.
Re-order	Re-order items using Hamburger icon across the Rating.

A heart symbol is used to measure emotional connection or positive sentiment, with multiple hearts indicating stronger affection.

ITSM Application Use Case Scenario: A feedback form on IT service satisfaction might ask users to rate how much they love or appreciate the service provided.
Example: "How satisfied are you with the new software update?".

Selecting Heart Shape will enable you to select Scale between 2 - 10.

Based on the selected Scale, configuration details are added to the General properties.

Note
Based on the selected Scale the following values is displayed.
Example: If Scale is 2 then, two values are populated across the below table. Similarly, if Scale is 3 then three values are populated.

How No Rating works and its Use Cases

The row with No Rating is not displayed to the consumer.

No Rating works, in case you want to allocate a negative score to questions where a feedback is not provided.

Use Case 1:

Sam the Application Designer configures 0 Score for No Rating. If an employee does not provide any rating then by default, 0 is assigned as a Score to that feedback. This is applicable when an average is calculated.
Employee
Rated? (Y/N)
Rating
Fredrick
No
0
William
Yes
4
Maxwell
Yes
4
Adam
No
0
Average
(0+4+4+0) / 4 = 2

Employee	Rated? (Y/N)	Rating
Fredrick	No	0
William	Yes	4
Maxwell	Yes	4
Adam	No	0
Average	(0+4+4+0) / 4 = 2

Use Case 2:

Sam the Application Designer configures -1 Score for No Rating. If an employee does not provide any feedback then, -1 is is assigned as a Score to that feedback. This effect takes while calculating the average.
Employee
Rated? (Y/N)
Rating
Fredrick
No
-1
William
Yes
4
Maxwell
Yes
4
Adam
No
-1
Average
((-1) + 4 + 4 + (-1)) / 4 = 1.5

Employee	Rated? (Y/N)	Rating
Fredrick	No	-1
William	Yes	4
Maxwell	Yes	4
Adam	No	-1
Average	((-1) + 4 + 4 + (-1)) / 4 = 1.5

Field	Description
Add Rating Labels	Enable this control view the labels for each rating. On enabling this control, an additional Rating Label field is enabled with auto populated values.
Rating Label	Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed. Example: 1 - Dissatisfied 2 - Neutral 3 - Satisfied
Score	Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating. Note The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.
Color	Click on the color picker to change the color in HEX or RGB values.

These controls allow users to express simple positive or negative feedback (thumbs up for good, thumbs down for bad).

ITSM Application Use Case Scenario: A ticket resolution form could use thumbs up/thumbs down to assess whether the user is satisfied with the resolution of an issue.

Example: "Was your issue resolved successfully?".

Selecting Thumb Shape will enable you to select Scale between 2 - 3.

Based on the selected Scale, configuration details are added to the General properties.

Note
Based on the selected Scale the following values is displayed.
Example: If Scale is 2 then, two values are populated across the below table. Similarly, if Scale is 3 then three values are populated.

How No Rating works and its Use Cases

The row with No Rating is not displayed to the consumer.

No Rating works, in case you want to allocate a negative score to questions where a feedback is not provided.

Use Case 1:

Sam the Application Designer configures 0 Score for No Rating. If an employee does not provide any rating then by default, 0 is assigned as a Score to that feedback. This is applicable when an average is calculated.
Employee
Rated? (Y/N)
Rating
Fredrick
No
0
William
Yes
4
Maxwell
Yes
4
Adam
No
0
Average
(0+4+4+0) / 4 = 2

Employee	Rated? (Y/N)	Rating
Fredrick	No	0
William	Yes	4
Maxwell	Yes	4
Adam	No	0
Average	(0+4+4+0) / 4 = 2

Use Case 2:

Sam the Application Designer configures -1 Score for No Rating. If an employee does not provide any feedback then, -1 is is assigned as a Score to that feedback. This effect takes while calculating the average.
Employee
Rated? (Y/N)
Rating
Fredrick
No
-1
William
Yes
4
Maxwell
Yes
4
Adam
No
-1
Average
((-1) + 4 + 4 + (-1)) / 4 = 1.5

Employee	Rated? (Y/N)	Rating
Fredrick	No	-1
William	Yes	4
Maxwell	Yes	4
Adam	No	-1
Average	((-1) + 4 + 4 + (-1)) / 4 = 1.5

Field	Description
Add Rating Labels	Enable this control view the labels for each rating. On enabling this control, an additional Rating Label field is enabled with auto populated values.
Rating Label	Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed. Example: 1 - Dissatisfied 2 - Neutral 3 - Satisfied
Score	Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating. Note The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.
Re-order	Re-order items using Hamburger icon across the Rating.

A Radio Shape typically refers to a radio button set where a respondent selects one option for one question on the survey ( Dissatisfied, Neutral, Satisfied).

ITSM Application Use Case Scenario: A Radio Rating is used in service desk surveys to assess the quality of service provided or the satisfaction of users with a particular service, incident, or request resolution.

Example: How would you rate the resolution of your incident?

Selecting Radio Shape will enable you to select Scale between 2 - 5.

Based on the selected Scale, configuration details are added to the General properties.

Note
Based on the selected Scale the following values is displayed.
Example: If Scale is 2 then, two values are populated across the below table. Similarly, if Scale is 3 then three values are populated.

How No Rating works and its Use Cases

The row with No Rating is not displayed to the consumer.

No Rating works, in case you want to allocate a negative score to questions where a feedback is not provided.

Use Case 1:

Sam the Application Designer configures 0 Score for No Rating. If an employee does not provide any rating then by default, 0 is assigned as a Score to that feedback. This is applicable when an average is calculated.
Employee
Rated? (Y/N)
Rating
Fredrick
No
0
William
Yes
4
Maxwell
Yes
4
Adam
No
0
Average
(0+4+4+0) / 4 = 2

Employee	Rated? (Y/N)	Rating
Fredrick	No	0
William	Yes	4
Maxwell	Yes	4
Adam	No	0
Average	(0+4+4+0) / 4 = 2

Use Case 2:

Sam the Application Designer configures -1 Score for No Rating. If an employee does not provide any feedback then, -1 is is assigned as a Score to that feedback. This effect takes while calculating the average.
Employee
Rated? (Y/N)
Rating
Fredrick
No
-1
William
Yes
4
Maxwell
Yes
4
Adam
No
-1
Average
((-1) + 4 + 4 + (-1)) / 4 = 1.5

Employee	Rated? (Y/N)	Rating
Fredrick	No	-1
William	Yes	4
Maxwell	Yes	4
Adam	No	-1
Average	((-1) + 4 + 4 + (-1)) / 4 = 1.5

Field	Description
Rating	Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed. Example: 1 - Dissatisfied 2 - Neutral 3 - Satisfied
Score	Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating. Note The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.

Field

Description

Rating

Rating Label is auto populated with values, however, this is editable. Based on the selected scale the number of Rating labels are displayed.
Example:

1 - Dissatisfied

2 - Neutral

3 - Satisfied

Score

Define the score or weightage for each Rating. By default, this is auto-populated with series of numbers to the respective Rating.

Note
The Scores cannot be edited with the duplicate values and should not be greater than the last score listed in the Rating control.

The following figure describes the Scale and Rating Labels associated with the different Rating controls:

Star and Heart Rating Control
Smiley and Radio
Thumb

Star and Heart Rating Control

Smiley and Radio Rating Control

Thumb Rating Control

Informative

This section provides more details to the Rating control such as Help Text and Tooltip.

Figure: Informative

Field	Description
Help Text	Enter the details as an information to users. The entered text displays as below on the consumer form. Figure: Help Text on Consumer Form Enable Rich Text editor to enhance the Help Text. On enabling, the following field is displayed. Figure: Rich Text Editor
Tool Tip	Enter the details about the usage of Rating control. The text details entered in this field is displayed as below: Figure: Tool Tip on Consumer Form

Field

Description

Help Text

Enter the details as an information to users. The entered text displays as below on the consumer form.

Figure: Help Text on Consumer Form

Enable Rich Text editor to enhance the Help Text. On enabling, the following field is displayed.

Figure: Rich Text Editor

Tool Tip

Enter the details about the usage of Rating control. The text details entered in this field is displayed as below:

Figure: Tool Tip on Consumer Form

Appearance

In the Appearance tab, you can further customize the look and feel of the rating control. This includes adjusting the size and color of the rating shapes to match your form’s design aesthetic, ensuring that the feedback mechanism is both functional and visually appealing. By configuring these settings, you create a tailored rating system that enhances user engagement and captures the necessary feedback effectively.

Figure: Appearance

Field	Description
Font Type	The value Default System Font is pre-populated in the field. To change, select a new value from the dropdown list. This takes effect on the Title that is defined in the General properties.
Font Color	Select the Font Color from the color picker. Figure: Font Color On selecting the font color below is displayed. Figure: Consumer View
Font Size	Select the size of the font using the slider.
Font Style	Add style to your Rating Title using the following options: Bold Italic Underline

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