Definitions

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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

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).

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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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,

  • 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”).