Defining the Question and Attributes for a Web Form

This task is a step in Process of Creating a Web Form.

This procedure enables you to define the behavior, display properties, and rules related to questions and attributes on a Web form. The Question Options screen displays the list of attributes you added to the Web form. This procedure also describes how to reorder the sequence in which the questions are asked on the Web form.

To define the question options

1. To move one question at a time, click the up and down arrows to the left of each question.

2. To add more questions or attributes to the Web form, click Add Attributes.

   This operation returns you to the list of the available attributes. For more information, see Selecting Web Form Attributes.

3. (Optional) To reposition multiple questions or attributes, or to move a question more than one position up or down, use the following procedure:

   1. Click the Multi-Sequence button above the list of questions.

   2. Click the name of an attribute to reposition it, and click the up or down arrow to move it up or down in the list.

   3. When the order is correct, click Apply.

4. (Optional) To change or select the question or answer set for the attribute on the Web form, do the following:

   1. Click Change Question Set.

      The List of Questions screen appears.

   2. From the lists displayed, click Select.

      For example, for the State/Province attribute there might be one question set defined for states in the U.S.A. with the appropriate answer values and another question set defined for Canadian Provinces with the appropriate answer values.

5. (Optional) To change how the question looks on your Web form, do the following:

   1. Click Edit Display Properties.

      The Edit Display Properties screen appears.

   2. From the Answer Style menu, select the required format for the Web form answer.

      When you select a format, a preview window appears below the menu.

   3. In the Drop Down Size field, enter the number of answer options that are visible in the menu.

   4. From the Question Style menu, select the required format for the Web form question.

      When you select a format, a preview window appears below the menu.

   5. In the Question and Answer in same line field, select Yes or No.

   6. In the Follow Previous Question field, select Yes or No.

   7. To prepopulate the field with a default answer in the Request Parameter field, enter the default answer.

      The value of this variable (if present) overrides the default answers specified in the Default Answer field.

   8. Select the Page Break check box to create a page break under this question.

      If this check box is selected, the user must click Continue, instead of Submit, to move to the next page of the Web form.

   9. Select the Hide Question check box to hide the question and to allow you to set the default answer.

6. (Optional) To change how the rules work with your Web form, modify the rules, as needed.

   For more information, see About Modifying Rules.

7. (Optional) To edit a caption, do the following:

   1. Click Edit Caption.

   2. In the Caption field, enter a caption for the Web form question.

   3. From the Caption Location menu, select where the caption is located.

   4. From the Caption Style menu, select the required format for the caption.

      When you select a format, a preview appears below the menu.

   5. Select the Show as Tool Tip check box if you want the caption to appear as a tooltip.

      If you select this option, the Caption Style menu is disabled.

   6. Click Add Caption.

      The saved caption is listed in the Caption Details section. You can modify the saved caption by clicking the Edit icon (pencil), or delete the saved caption by clicking the Delete button.

8. (Optional) To remove a question from your Web form, click Remove.

   This operation only removes the question from the current Web form. It does not delete the question from Oracle CRM On Demand Marketing.

9. (Optional) To make a question on the Web form mandatory, click the Mandatory check.

   The Web form cannot be submitted without a value in the Mandatory field.

10. (Optional) To prepopulate a question if already answered, select the Prepopulate if Answered check box.

    This option causes a question to be prepopulated with the value from the user's profile. To prepopulate a question only if it was answered within a given amount of time, select the check box for Prepopulate if answered, and provide the time value in either days or months. The questions that are typically prepopulated are demographic attributes, such as contact name, company and address information.

11. (Optional) To skip a question because a user has already answered it in a previous interaction or Web form, select the Skip Question if Answered check box.

    If you select this option, you must provide the time value in either days or months. For certain attributes, a time refresh policy is recommended, for example, a contact's job title might change every 6 months.

12. Click Save.

About Modifying Rules

You can modify the following rules:

• Prepopulate Question. This rule prepopulates a question with the value from the user's profile. To prepopulate a question only if the question was answered within a specific period, select the Prepopulate if Answered check box. You must also provide the time value in either days or months. Most prepopulated questions are typically demographic attributes, such as contact name, company, and address information.

• Skip Question. You can skip a question if a user has already answered it in a previous interaction or Web form. To skip a question, select the Skip if Answered check box. You must also provide the time value in either days or months. For certain attributes, you can implement a time refresh policy, for example, a contact's job title might change every 6 months.

• Advanced Skip. You can use the Advanced Skip section to skip a question that is based on other questions in the same Web form or the user's profile. For more information, see Using the Advanced Skip Feature.

• Building a Condition. For more information on building a condition, see Building Conditions.

• Jumping and Branching. Jumping and branching enables Oracle CRM On Demand Marketing to branch to a question based on a condition. Branching is useful when the Web form has many questions. When you branch a condition on a question, it causes a page break in the Web form. To define the condition, see Building Conditions.

• Validations. Validation rules allow you to define interdependent field validations. For example, you can capture the country and state for a prospect and make completion of the state field mandatory only if the prospect selects USA as the country. For example, you can define a condition that displays an error message if the Country field value is equal to USA and the State field value is blank or left unanswered. To define a condition, see Building Conditions.

• Aliasing. The aliasing feature enables you to define a different phrasing for a question, or, to allow a different question to capture the same piece of information through your Web form. For example, you might capture information on a prospect's country and state. For the USA, use the question, Please Select Your State, and for Canada you can use the question, Please Select Your Province. For more information, see Creating Conditional Questions.

• External Validations. Validation rules define interdependent field validations. For example, you can capture the country and state for a prospect and make completion of the state field mandatory only if the prospect selects USA as the country. In this case, you can define a condition that if the Country field value is equal to USA and the State field value is blank or left unanswered, then the condition displays an error message. To define a condition, see Building Conditions.