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
Mandatory fields are: Name, Organization and the first question.
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.
Radio Button Custom Field Example:
First, create 2 Custom Fields: a Radio Button and a Checkbox.
Radio Button Custom Field:
Checkbox Custom Field
Definition demonstrating those two Custom Fields:
The first Question will verify “Are you sure?”
The second Question (Custom Field type: “Radio Button”) has 3 options/answers (“5”, “7”, and “12”).
The Next Question dropdown permits a follow-up question for each option selected.
e.g. when they choose “5” or “7”, they are redirected to Question 1: “Guessing?”.
When the customer chooses “12”, it ends the questionnaire.
The Operator can set the order of Questions based on the customer’s answer,
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”).