Question Groups

A question group is a logical set of topic-related questions. A wizard type value specifies if the question group is to be used for a document creation wizard or for configurator selection. Question groups can have one or multiple questions. Each question can result in navigation within the question groups to a set of additional questions on a specific topic or in the case of a document creation wizard, the population of a wizard bind variable value. You can use a question group in one or multiple wizards.

When you assign a wizard bind variable to a question, the system stores the response to that question within the bind variable for later use when you create the document. The wizard bind variable values are specific to a single document generation and are not available to other documents.

You can assign a bind variable to a question used for navigation. You can also select the No Bind Value check box for use with navigation. When you select the check box, the valid responses to the question are yes or no, and you can specify different navigation paths for each of those responses.

For a document creation wizard type, you can create a new bind variable from within a question group as you create the group. When you select to add a bind, the system provides access to the Bind Definition page, where you can add a bind to meet your question group needs. After saving the bind, the system places the new bind in the Bind Variable field on the Question Groups page. The system places the variable on the question row from which you selected to add the bind variable. From that point within the question group, you can create values and navigation options for the specific question related to this bind variable.

Wizard bind variables can also be used as data placeholders within a contract or document in the same way transactional bind variables are used. For example, the system replaces the string %%Contract_Max_Amount%% within a clause text with the value of the contract amount from the response to a question in the wizard.

For a document creation wizard type, you can also create a new rule from within a question group. Rule creation enables you to evaluate bind variables in the question group. Bind values must already exist before you can create the rule. You use the Valid Values and Navigation page to add a rule. Within the rule definition, the system will default the bind variable and value within the rule criteria. You can then specify which content, clauses or sections, that you want to include in the document if the rule evaluates to true based on the author's response when running the wizard.

After you add the rule and return to the page, the system activates the Show Rules column. So, in the process of adding a question to a question group, you can create a new bind variable, create a valid values and navigation option for the bind, and subsequently add a rule to evaluate the question's bind variable and values. These binds ultimately include or don't include additional content in the document based on the author's response to the question.

Note:

If you enter an unformatted rule value that requires a formatted value, the system automatically formats the value that you enter.

You can access question groups using the Manage Contract Library menu or from the Define Wizard page as you create or maintain a wizard definition. Individual questions always belong to a question group.

When you create a question group, you can also copy other question groups into the original group. You use the Copy From button to append a complete set of questions from a group into the original group, after which you can resequence all questions in the original question group.

Note:

Be careful that you do not duplicate bind variables when copying question groups. Because you cannot have duplicate binds in a question group, you must change the bind before saving the question group.

See the Copy Question Group Page.