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:

  1. On the Home page, click Application, and then click Supplemental Data.
  2. Click the Form Templates tab on the left.
  3. In New Form or Edit Form, click the Questions tab.

  4. Click New or Edit.

  5. Enter the following information:

    • Question

      Enter a question that prompts the user of the form's response.

    • Data Type

      Select a question type:

      • Date

      • Date and Time

      • List

        Click Add and enter values for the attribute.

      • Integer

      • Number

        If you select Number, select formatting options:

        • For Decimal Places, enter the number of decimal places to display. The default value is defined in System Preferences.

        • Select Thousands Separator to display a thousands separator (for example, 1,000.00). The system displays the thousands separator symbol for the user locale.

        • From Currency, select the currency, for example, (INR)

          If no currency is selected, the amount is not translated.

        • From Negative Number, select how to display negative numbers; for example, (123).

      • Text (255 characters maximum)

      • True or False

      • Yes or No

    • Role—Specifies the role that the question is for.

    • Required—Determines whether the question is mandatory or optional.

To delete questions:

  1. In New Form or Edit Form, select the Questions tab.

  2. Select a question and click Delete.