Questions are automatically grouped with roles. Within a role, the individual questions are ordered. The Order indicates the question’s order within the role.
To create questions:
In New Form or Edit Form, click the Questions tab.
Click New or Edit.
Enter the following:
Question
Enter a question that prompts the user of the form's response.
Data Type
Select a question type:
Date
Date and Time
List
Click Add and enter values for the attribute.
Integer
Number
If you select Number, select formatting options:
For Decimal Places, enter the number of decimal places to display. The default value is defined in System Preferences.
Select Thousands Separator to display a thousands separator (for example, 1,000.00). The system displays the thousands separator symbol for the user locale.
From Currency, select the currency, for example, (INR)
If no currency is selected, the amount is not translated.
From Negative Number, select how to display negative numbers; for example, (123).
Text (255 characters maximum)
True or False
Yes or No
Role—The question is for: Preparer, Approver, or Integrator. For example, a question with the role of Preparer may only be answered by Preparers. It will, however, be visible to all other roles.
Required—Determines whether the question is mandatory or optional.
To delete questions:
In New Form or Edit Form, select the Questions tab.
Select a question and click Delete.