Adding Questionnaire as a Step in an Activity Guide
The questionnaire can be used as a step in a activity guide. This section discuss the pages used to configure the questionnaire as a step in an activity guide.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
AGC_CAT_TBL5 |
Modify an existing category to include the Questionnaire step. |
|
|
AGC_TMPL_SRCH_FL |
Update a template to include the Questionnaire step. |
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|
AGC_TMPL_GNRL_FL |
Enter the activity guide template category into which the Questionnaire step is added. |
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AGC_TMPL_STEP1_FL |
Select the Questionnaire step to be included in an activity guide. |
|
|
AGC_TMPL_STEP2_FL |
Position the Questionnaire step in the activity guide template. |
Use the Categories - Steps page (AGC_CAT_TBL5) to modify an existing category to include the Questionnaire step.
Navigation:
This example illustrates the fields and controls on the Categories - Steps page.
Field or Control |
Description |
|---|---|
Service Type |
Select PS Component to associate with the Questionnaire step. |
Service ID |
Select EOQF_QSTNR_FL. |
Fluid |
Select the Fluid check box, to load the fluid page in the activity guide. |
Post Processing PeopleCode
Field or Control |
Description |
|---|---|
Root Package Id |
Select EOQF_AGPOSTPROCESS. |
Path |
Select :. |
Application Class ID |
Select AGPostProcess. |
Post Process Method |
Enter ItemPostProcess. |
This example illustrates the fields and controls in the Additional Step Context section of the Categories - Steps page.
Field or Control |
Description |
|---|---|
Parameter Name |
Select EOQF_CATEGORY. |
Service Parameter Name |
Select EOQF_CATEGORY. |
Parameter Type |
Select Fixed Value. |
Parameter Value |
Enter the Questionnaire Category created for this Questionnaire. Note: You can add multiple Questionnaire steps within the same activity guide category by using different parameter values (i.e. Questionnaire categories) and by giving a different step name. |
Use the Activity Guide Templates page (AGC_TMPL_SRCH_FL) to create a new activity guide template or update a template to include the step.
Note: You will only see templates you have administrator access to or where no security has been defined for the template.
Navigation:
This example illustrates the fields and controls on the Activity Guide Templates Page.
The page displays all templates in template ID order to which you have administrator security access. Click the column headings to sort the template rows by that category.
Field or Control |
Description |
|---|---|
Add Activity Guide Template |
Click this button to access the Activity Guide Templates page to create a new activity guide template. |
Update Template |
Click this button for a template row to access the Update Template page for the template you have chosen. |
Use the Activity Guide Composer - General Information page (AGC_TMPL_GNRL_FL) to enter the activity guide template category into which the Questionnaire step is added.
Navigation:
Click the Add Activity Guide Template button from the Activity Guide Templates page, enter the template ID and effective date on the Add Activity Guide Template page, and click Continue.
Click the Update Template button from the Update Template page.
From within the Activity Guide Composer, select the General Information tab from the left panel category list, or click the Next or Previous buttons to navigate to the page.
This example illustrates the fields and controls on the Activity Guide Composer - General Information page.
Note: This example shows a template cloned from a delivered template with a new effective dated row inserted. The fields for the original effective dated row of a delivered template are not available for edit. You must insert a new row or clone a delivered template to make changes to the description, but you cannot change the Activity Guide Category value.
Field or Control |
Description |
|---|---|
Activity Guide Category |
Select the category that contains the record structure, actions, and step that apply to this template. Delivered options include Life Events and OnBoarding, however you can create new categories using the Activity Guide Composer - Categories component. Note: You cannot change the category for this template after you have saved this page. If you have cloned or inserted a new row for an existing template, you cannot change the category. |
Use the Activity Guide Composer - Select Steps page (AGC_TMPL_STEP1_FL) to select the Questionnaire step to be included in this activity guide.
Navigation:
Click the Add Activity Guide Template button from the Activity Guide Templates page, enter the template ID and effective date on the Add Activity Guide Template page, and click Continue.
Click the Update Template button from the Update Template page.
From within the Activity Guide Composer, select the Select Steps tab from the left panel category list, or click the Next or Previous buttons to navigate to the page.
This example illustrates the fields and controls on the Activity Guide Composer - Select Steps page.
Note: You must first identify the security roles for this template before you can select steps.
The top of this page displays the category associated with this template. The activity guide category defines the valid steps that are available for the activity guide template. To manage steps for a category, use the Categories - Steps page.
Field or Control |
Description |
|---|---|
Add Step |
Click this button to add the Questionnaire step to this Activity Guide template. |
Added Step Count |
The Added Step Count field identifies if you have already added this step to your template and how many times it will be listed as a step. |
Use the Activity Guide Composer - Organize and Configure Steps page (AGC_TMPL_STEP2_FL) to position the Questionnaire step in the activity guide template.
Navigation:
Click the Add Activity Guide Template button from the Activity Guide Templates page, enter the template ID and effective date on the Add Activity Guide Template page, and click Continue.
Click the Update Template button from the Update Template page.
From within the Activity Guide Composer, select the Organize and Configure Steps tab from the left panel category list, or click the Next or Previous buttons to navigate to the page
This example illustrates the fields and controls on the Activity Guide Composer - Organize and Configure Steps page.
Note: You must first identify the security roles and select step for this template before you can configure steps.
You can determine the step order by moving the steps up and down in the list. Here, we position the questionnaire step right after the Welcome Video.