Define a Screen for Collecting Members of a Relationship

To define a screen to collect members of a relationship:

  1. Define the relevant entities in your project. This could include inferred entities.
  2. Create the relevant reference relationships between them, and decide which of these should be collected on a screen rather than inferred by rules.
  3. On the Interview tab, open the screen where you want to add the reference relationship control.
  4. Click the New Input button.
  5. In the drop-down window, double-click the reference relationship that you want to collect the members of. (Reference relationships are indicated by a green multi-cube icon.)

    New Input drop down window on Interview tab showing selection of a reference relationship
    A reference relationship input control is added to the screen list, and the corresponding control is added to the screen layout view. The identifying attribute of the target entity for the relationship is automatically added as a label for the entity instances in the relationship.

    Screen layout view and Screens List in Policy Modeling showing reference relationship input control
  6. (Optional) Edit the text of the control so that it is more meaningful for the interview user. You can:
    • Edit the question text. To do this:
      1. Select the reference relationship in the screens list.
      2. In the screen layout view, click the relationship text once to enable edit mode.
      3. Type the new text for the question.

        A reference relationship on the screen layout view showing edited text
    • Edit the answer text. To do this:
      1. Select the reference relationship in the screens list.
      2. In the screen layout view, click the entity instance in the relationship control.
      3. Click the entity text once to enable edit mode. (By default, the text is the identifying attribute for the target entity.)
      4. Type the new text for the answer. You can use text substitution and inline HTML to customize the information shown for each item. For example, you could show the child's name and age for each entity, or you could show the product name and purchase date for each entity. See also Example: Use Text Substitution In Relationship Answer Text.