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Define the Questionnaire form and its questions. Each form is a survey of varying length and intent.
See: https://generalbytes.atlassian.net/l/cp/UpJKGXsP
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Mandatory fields are: Name, Organization and the first question (“Question 1”).
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A Question consists of an existing Custom Field, and the Custom Field options will be displayed (at the BATM) for that specific Question.
See: Custom Fields
Questionnaires do not support “Image” or “Document” types.
Next Question
Next Question is implemented when multiple Questions exist. When only a single question exists, the only option is to end the Questionnaire (after answering the sole question).
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Radio Button Custom Field Example:
First, create 2 Custom Fields: a Radio Button and a Checkbox.
Radio Button Custom Field example:
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Checkbox Custom Field example:
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The example Custom Field “radio button” has 5 options/answers.
Definition demonstrating those two Custom Fields in 2 separate (related) Questions:
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The first Question (Custom Field type: “Radio Button”) has 3 options/answers (“5”, “7”, and “12”).
Leave each “Next Question” blank for now.
The follow-up Question will verify “Are you sure?”, and is created next as “Question 2”.
The “Next Question” for Question 2 will point back to Question 1.
The Next Question dropdowns in Question 1 now permit you to assign Question 2.
e.g. when they choose “5” or “7”, they are redirected to Question 2: “Guessing?”.
When the customer chooses “12”, it ends the Questionnaire (“Questionnaire End”).
The Operator can set the order of Questions based on the customer’s answer - when customer selects option 1 in first question display Question XY after that / end quiz etc.
! Works only for Custom field type Radio button. For other Custom field types there will be only one filed for Next Question !
Example of Quiz definition:
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e.g. after creating Question 2, it becomes an option for “Next Question” for Question 1.
One options must end the Questionnaire (in this case, a correct answer “12”).