Specifying Form Template Questions

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:

1. In New Form or Edit Form, click the Questions tab.

2. Click New or Edit.

3. 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:

1. In New Form or Edit Form, select the Questions tab.

2. Select a question and click Delete.