Gathering Information with Questions and Answers
With NetSuite CPQ Configurator, you can gather and display information about the configurable item with questions and answers and guide users in the configuration process. Questions represent the item features, aspects, or characteristics that require user input. Answers show the available options to users and let them express their preferences.
The question types available are:
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Checkbox – Lets users select multiple answers from a predefined list by checking the boxes next to each answer. This question type is useful when multiple features or options are available, and users can express multiple preferences in a limited answer list.
The following image shows a checkbox question:
For more information, see Checkbox and Radio Button Questions.
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Radio button – Lets users select a single answer from a predefined list of mutually exclusive options by checking one of the radio buttons next to each answer. This question type is helpful when only one option or feature is available in a limited answer list.
The following image shows a radio button question:
For more information, see Checkbox and Radio Button Questions.
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Dropdown list – Lets users select a single answer from a predefined list that appears when users click the arrow. When there is a long list of answers, you can choose this question type to save space on the user interface. For more information, see Dropdown List Questions.
The following image shows a dropdown list question:
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Input box – Lets you create various types of fields where users can enter text directly, such as text fields or text boxes, or select options from a popup table or a popup list (called a picklist and picklist dropbox). This question type is useful to let users freely express their preferences, gather feedback, or provide users with extensive lists of combined options that require product tables.
The following image shows an input box question with its answer types:
For more information, see Input Box Questions.
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QTable – Lets you create a question in the form of a table where columns represent the answers. Columns can host varied answer types, such as text fields, checkboxes, and dropdown lists. This question type is useful for gathering information about various aspects of the configurable item at the same time or to add a long list of additional items to transactions.
The following image shows a qTable question with columns corresponding to its different answer types:
For more information, see QTable Questions.
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Tile – Lets you assign images with a label to your answers and let users select one or multiple answers. You can use this question type when the item options or features have a relevant visual element. For example, tiles are useful when choosing colors or textures.
The following image shows a tile question type:
For more information, see Tile and Tile Dropdown List Questions.
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Tile dropdown list – Lets you assign images with a label to your answers and display them as a dropdown list. Users can select one or multiple answers. This question type is helpful to save space on the user interface when there is a long list of visual elements.
The following image shows a tile dropdown list question:
For more information, see Tile and Tile Dropdown List Questions.
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Inline HTML – Lets you enter HTML code to create custom content for your question. For example, you can add images or links.
The following image shows an inline HTML question:
For more information, see HTML Questions
Depending on the question type you select, the answer options vary accordingly. For example, you can add text fields to checkbox answers or show placeholder text in an input box answer. After saving a question or an answer, NetSuite CPQ Configurator automatically displays them on the product user interface.
For more information, see the following help topics:
To change label and header colors for all questions in a product, see Changing Label and Header Colors for Questions, Tabs, and Groups.