Editing a Question

Prerequisites

To edit a question of a questionnaire template you should have:

  • Questions defined in the application.

  • Reference tables and reference columns defined in the application.

  • Validation algorithms defined in the application.

  • Reference parameter defined in the application.

  • Rule types defined in the application.

  • Values defined for the DEAL_​QUE_​DISP_​FLG, ANS_​DISPLAY_​FLG and APPLICABLE_​FOR_​FLG lookup fields.

Procedure

To edit a question:

  1. Search for the questionnaire template in the Questionnaire Template screen.
  2. In the Search Results section, click the link in the Questionnaire Template Information column corresponding to the questionnaire template whose question you want to edit.
    The Questionnaire Template screen appears.
  3. Ensure that the Questions zone is expanded in the Questionnaire Template screen.
  4. Click the Edit (The Edit Icon) icon in the Edit column corresponding to the question that you want to edit.

    The Question screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Question Used to specify the question that you want to associate with the questionnaire template.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Question Search window appears where you can search for a question.
    		 Yes
    Question Text Used to specify the question statement. Yes
    Sequence Used to specify the sequence number of the question. Yes
    Answer Type Used to indicate the type in which you want to select the answer for the question. The valid values are:

    • Date

    • Decimal Value

    • Multi Selection Check Box List

    • Multi Selection from Drop Down List

    • Numeric Value

    • Percentage

    • Radio Button List

    • Single Selection Drop Down List

    • Text

    		 Yes
    Answer Value Set Indicates the references from where you want to search for the answer of the question. The valid values are:

    • Reference Data

      - Used to indicate that you want to search for the answer from a specific reference table given in the system.
      Note: This field is disabled when you select the Date, Decimal Value, Numeric Value, Percentage, or Text option from the Answer Type list.

    • Predefined List

      - Used to indicate that you want to search for the answer from a predefined list defined in the system.
      Note: This field is disabled when you select the Date, Decimal Value, Numeric Value, Percentage, or Text option from the Answer Type list.
    		 Yes (Conditional)
    Note: This field is required for searching answers from a given reference.
    Reference Table Used to indicate a specific table that you want to set as a source for searching the answer of the question.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Table Search window appears.

    On specifying the table, the description of the table appears corresponding to the Reference Table field.

    This field is enabled only when the Reference Data option radio button is selected from the Answer Value Set field.

    		 Yes (Conditional)
    Note: This field is required for searching the answer from a reference table.
    Reference Column Used to indicate the column in the reference table from where you want to search for the answer of the question.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Column Search window appears.

    On specifying the column, the description of the column appears corresponding to the Reference Column field.

    This field is enabled only when the Reference Data option radio button is selected from the Answer Value Set field.

    		 Yes (Conditional)
    Note: This field is required for searching the answer from a reference table.
    Reference Criteria Used to specify the criteria based on which you want to search for the answer from the given reference. No
    Validation Algorithm Used to indicate the algorithm that you want to use for validating the answer of the question.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears where you can search for an algorithm.
    		 Yes
    Default Answer Used to specify the answer that you want to set as default for the question. No
    Mandatory Used to indicate whether the question is mandatory or not.
    Note: On selecting the check box of the Mandatory field, the question appears with an asterisk (*) sign in the questionnaire template.
    		 No
    Reference Parameter Used to indicate the parameter which is used to check the eligibility while recommending the reference customers / products / packages.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Parameter Search window appears.

    On specifying the parameter, the description of the parameter appears corresponding to the Reference Parameter field.

    		 No
    Rule Type Used to indicate the rule type using which the next question appears in the Questionnaire Template screen.
    Note:

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Rule Type Search window appears.

    On specifying the rule type, the description of the rule type appears corresponding to the Rule Type field.

    This field is used when the Question Display Order is selected as Rule Based.

    		 Yes (Conditional)
    Note: This field is used for displaying the next question based on the answer provided for the previous question in the questionnaire template.
    Question Applicability Used to indicate the question applicability based on which the references are derived. The valid values are:

    • Customer and Deal References

    • Package and Product References

    • Others

    		 Yes
    Predefined Value Used to specify the predefined list from where you want the system to search the answer for a question.
    Note: This field is enabled when the Predefined List option radio button is selected from the Answer Value Set field.
    		 Yes (Conditional).
    Note: This field is required for searching the answer from a predefined list.
    Description Used to specify the description of the predefined list. Yes (Conditional)
    Note: This field is required for searching the answer from a predefined list.
  5. Click Save.
    The changes made to the question are saved.

Related Topics

For more information on... See...
How to search for a questionnaire template Searching for a Questionnaire Template
Search Questionnaire Template zone Search Questionnaire Template
Questionnaire Template screen Questionnaire Template (Used for Viewing)
Questions zone Questions
How to define a questionnaire template Defining a Questionnaire Template