Working with Answers
With NetSuite CPQ Configurator, you can create answers to show users the item features or options and let them express their preferences. Depending on the question type, the options to create answers vary accordingly. For example, you can add text fields to checkbox answers or show placeholder text in an input box answer.
Answers are provided with an internal name and a label for the user interface. Optionally, you can add a tooltip, a message that helps users better understand the answer. This text is displayed when users point to the answer. You can format the label or tooltip text by changing the paragraph font and size or making the text bold, italic, or underlined. You can also include HTML code to add links or images. Script tags are not supported.
You can use the sequence number to order the answers to a question. Answers with a lower sequence number are displayed higher on the user interface. To identify answers in actions and rules, you can use a shortened version of the name as a code.
You can change the answer look and feel on the Appearance subtab of the answer record. For example, you can show the answer label and hide its graphical element, such as the checkbox or the radio button. This option is useful for displaying a list of features or options that users should read but do not need to interact with.
NetSuite CPQ Configurator automatically assigns the space to each answer depending on the columns assigned to the question in the Question Spans field. If the answers related to a question are distributed horizontally, you can manually assign the space occupied by each answer depending on the amount of text they contain.
Before manually assigning the space to answers, go to the question record and verify that the answer arrangement is horizontal and clear any value appearing in the Answers per Row field. For more information, see Changing the Question Look and Feel.
To create an answer:
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In NetSuite, go to CPQ > Configurator > Product Maintenance.
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Click Edit next to the product you want to modify.
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On the Questions subtab, click name of the question for which you want to create an answer.
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On the Answers subtab, click New CPQC Answer.
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Enter a descriptive name for the answer.
This name is automatically copied to the Label HTML field on the Appearance subtab. To change the name visible on the product user interface, edit the text in the Label HTML field.
In answers for tiles and tile dropdown lists, screen readers use the name as an alternate text and read it aloud to describe the images.
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In the Answer Code field, enter a unique identifier for this answer.
You can use a shortened version of the name as a code to identify the answer in rules and actions. The code can contain only uppercase letters, numbers, and underscore characters.
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(Optional) In the Description field, enter a brief explanation of the answer.
The description is not displayed on the user interface.
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Provide a sequence number to determine the order in which the answer is displayed within the question on the user interface.
You can enter a negative or positive number. For example, −2 or 5.
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On the Rules subtab, set up the rule to hide, make the answer read-only, and mark it as incompatible with the current configuration when users select certain features or options. For more information, see Working with Question and Answer Rules.
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Click the Appearance subtab.
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In the Label HTML field, enter the text displayed on the user interface for this answer.
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(Optional) In the Tooltip HTML field, enter text to provide additional information about the answer.
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To display the answer label and hide the graphical element, check the Show label only box.
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To hide the answer label and show only the graphical element, check the Hide answer label box.
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In the Tile Spans field, enter a number between 1 and 12 to define how many columns the answer can occupy within the question space.
Note:This option is not available for dropdown lists, tile dropdown lists, and input box questions.
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Click Save.
After saving an answer, you can edit it from the Answers subtab to modify its information or add new data. When you are finished, save the changes. To copy or delete answers, see Working with Product Building Blocks.