Definitions

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”).

A Question consists of an existing Custom Field, and the Custom Field options will be displayed (at the BATM) for that specific Question.

See: https://generalbytes.atlassian.net/wiki/spaces/ESD/pages/2569404477
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:

Checkbox Custom Field example:

Definition demonstrating those two Custom Fields in 2 separate (related) Questions:

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”).