Specifying Task Type Questions

You can specify Task Type questions that apply to all the tasks with that Task Type.

Note:

The Questions tab is not available for a Task Type that uses an automated Integration Type.

  To specify questions:

  1. Select the Questions tab.

  2. Click Actions, then select New, or click the New icon.

  3. From the New Question dialog box, for Question, enter the text for the question.

  4. From the Type list, select one of these question types:

    • Date and Time

    • List

      If you select List, enter a list of valid responses to the question.

    • Number

      If you select Number, select number formatting options:

      • For Decimal Places, enter a value for the number of decimal places to display.

      • Select the Thousands Separator option if you want numbers to display a thousands separator (for example, 1,000.00)

      • From the Currency Symbol list, select a currency symbol, for example, Dollars ($).

      • From the Negative Number list, select how to display negative numbers, for example, (123).

      • From the Scale list, select a scale value for numbers, for example, 1000.

    • Text

    • True/False

    • Yes/No

  5. If the question is required, select Required.

  6. Click OK to save the question.

  7. Optional: To change the order of questions, select a question, then click Move to Top, Move Up, Move Down, or Move to Bottom.

    Tip:

    To edit a question, select the question and click Edit. To remove a question, select the question and click Delete.

  8. Click Save and Close to save the Task Type.