Defining Questions

Click on Questions in the questionnaire’s tree view and click on New.

Enter the Question.

Enter the Question No.. This number determines the order in which the questions are displayed in the questionnaire.

Note: Do not number the questions sequentially (i.e. 1, 2, 3) but leave gaps (e.g. 10, 20, 30 etc.) so that you can insert additional questions later.

The following options are available for questions:

Do not display: The question is not displayed when carrying out the survey.
New section: The question is not handled as a question but as the title of a section.
Sections allow you to structure the questionnaire. All questions in the same section are displayed at once, and you can switch between sections while carrying out the survey.

You need to enter a Question No. for section titles to ensure they are displayed in the right order. Enter the title of the section in the Question field.
Weighting: A percentage value that determines how the points awarded for answers to this question are weighted in the overall points total.
For example, if you define that an answer is worth 50 points, and weight the question with 200%, 100 points are awarded for the answer when carrying out the survey.
Mandatory Answer: Enable this option to determine that answering this question is mandatory.
Note: Although you can save and navigate within the questionnaire without answering a mandatory question, all mandatory questions need to be answered to finalize the survey.If a question leads to a branch in the questionnaire (see Defining Answers), the question is automatically set as a mandatory question.

The following options are available for the answers to a question:

Choose one answer from a number of predefined answers (radio buttons): The Multiple Answers and Edit Answer options must be disabled.
Select several answers from the list of available options (check boxes): Enable the Multiple Answers option.
You need to define answers for these two types of questions, see Defining Answers.
Enter the answer manually: Enable the Edit Answer check box.
Select a catalog value as the answer: Enable the Edit Answer check box and select the Info Area Code and Field Number of the corresponding catalog field.
Note: Child catalog fields cannot be used in questionnaires.
Accept or update a field value in the record relating to the current person/company or activity: Select the applicable Info Area Code and Field. Enable the Edit Answer and Read answer check boxes. If you enable the Save answer check box, any changes you make to the suggested answer are updated in the corresponding record.
Note: Values in the database are only updated if a question is actually answered. Default answers or empty answers in questions that are not answered do not overwrite the value in the database.
Adding a new record based on the selected answers: The data required by the new record can be collected over multiple questions.
Enable the Edit Answer check box and select the Info Area Code and Field Number that the answer should be written to for each question. Switch to the Add new tab and enable the Add Record check box.

You can add two separate records to the same info area from a questionnaire (e.g. two activity records). Enable the Add Further Record check box (instead of Add Record) for all questions whose answers should be stored in the second record.

Use the Default Values field to select the default values that should be entered in the new record.

Note: If you fill in the questionnaire multiple times, a new record is added each time.
You can enter a trigger in the Trigger field. This trigger is started once the question has been answered.
Default answer: You can select the default answer that is automatically suggested when carrying out the survey.