Surveys/Questionnaires/Portfolios

Default Configuration

The following default configuration is included in the out-of-the-box version of CRM.pad.

• Field Groups - List control
  • Questionnaire (F1) (root record): Ensure that the following functions are assigned to the following fields of the default F1Quest field group :

    Field	Function	Field Attribute
    Questionnaire	QuestionnaireID
    Text	Label
    Type		Enable Hide Field

  • Questions (F2): The F2 info area stores the questions, a record must exist for each question. Ensure that the following functions are assigned in of the default F2Quest field group:

    Field	Function	Field Attribute
    Questionnaire (F1)	QuestionnaireID
    Question No.	QuestionNumber
    Question	Label
    Multiple Answers	Multiple
    Info Area Code	InfoAreaId
    Field Number	FieldId
    Question No. (F2#2)	FollowUpNumber
    New section	NewSection
    Mandatory Answer	Mandatory
    Answer Number (F3#2)	Default
    Read answer	Read
    Save answer	Save
    Do not display		Enable Hide Field

  • Answers (F3): The F3 info area stores the possible answers. If a user can only choose from predefined answers, a F3 record must exist for each answer option. Ensure that the following functions are assigned in the default F3Quest field group:

    Field	Function
    Questionnaire (F1)	QuestionnaireID
    Question No. (F2)	QuestionNumber
    Answer No.	AnswerNumber
    Answer	Label
    Question No. (F2#1)	FollowUpNumber

• Field Groups - Edit control
  • Activity (MA): Ensure that the following fields (and function) exist in the Edit control of the MA field group:

    Field	Function
    Questionnaire	Related:QuestionnaireID
    Survey on

• Search&List configurations
  • F1Quest: References the field group with the same name in the F1 info area.
  • F2Quest: References the field group with the same name in the F2 info area.
  • F3Quest: References the field group with the same name in the F3 info area.
• Context Menu Action

  The QuestionnaireConfiguration context menu action has the Configuration :Questionnaire action template assigned. The following input arguments are assigned by default and reference the above mentioned Search&List configurations:

  Field	Function
  QuestionnaireSL	F1Quest
  QuestionsSL	F2Quest
  QuestionsAnswersSL	F3Quest

• Header Group

  Ensure that the following items exist in the MA Expand header:

  
  
  
  • The EditQuestionnaireFromMA button allows the user to answer (i.e. edit) the questionnaire.
  • The item in the Infoareas area displays the questionnaire in an additional tab in the activity's Details view in read-only mode, if the name of the context menu action that calls the questionnaire (default: QuestionnaireView) is given in the Menu column.

Adding a Finalize Survey Button

You can add a Finalize Survey button to the questionnaire. When the user taps on this button, the questionnaire cannot be edited anymore. You can define filters that define the "finalized" state of the survey and assign them to the button.

To add the Finalize Survey button:

1. In the default configuration, the ConfirmSurvey button has the SaveAndConfirm action template assigned, >> SaveAndConfirm.
2. Ensure that the following input arguments are defined:
   • RecordId: Must be set to Record.
   • ConfirmFilter: If desired, you can change the default value (FINALIZE) to another filter, e. g. U1.Confirmed.
   • BaseRecordConfirmFilter: Defines the conditions which questionnaires are displayed read-only.

• Ensure that the following input arguments are given in the QuestionnaireEditView action call (assigned to the EditQuestionnaireFromMA button):
  • ConfirmButtonName: The button calling the SaveAndConfirm action, in the default configuration ConfirmSurvey.
  • ConfirmedFilterName: The given filter defines the finalized state of a survey. Only records that do NOT meet the conditions can be edited by the user. Records meeting the conditions are read-only (the finalized button is not displayed anymore). This argument is set to U1.Confirmed in the default configuration.
  • ReadOnly: If you set this argument to true, the questionnaire is always read-only. The user cannot edit it.

Portfolios

If you want to display a portfolio on the start page (Overview), set the Portfolio parameter in the QuestionnaireEditView action template (assigned to the EditQuestionnaireFromMA button) to true.