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:
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In New Form or Edit Form, click the Questions tab.
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Click New or Edit.
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Enter the following:
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Question
Enter a question that prompts the user of the form's response.
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Data Type
Select a question type:
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Date
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Date and Time
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List
Click Add and enter values for the attribute.
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Integer
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Number
If you select Number, select formatting options:
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For Decimal Places, enter the number of decimal places to display. The default value is defined in System Preferences.
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Select Thousands Separator to display a thousands separator (for example, 1,000.00). The system displays the thousands separator symbol for the user locale.
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From Currency, select the currency, for example, (INR)
If no currency is selected, the amount is not translated.
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From Negative Number, select how to display negative numbers; for example, (123).
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Text (255 characters maximum)
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True or False
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Yes or No
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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.
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Required—Determines whether the question is mandatory or optional.
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To delete questions:
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In New Form or Edit Form, select the Questions tab.
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Select a question and click Delete.