Basic Config: Create Edit Questions

Creating or Editing Questions

This page assumes that you're editing questions on a Questionnaire or Risk Questionnaire object that is a questionnaire or task and that you're currently on the tab 'Questions' inside the configuration for the target.

Learning about question types can be done by reading the Basic Concepts: Questionnaires page.

When a question is created, it is either an action or input type.

Action Type Questions

After clicking Add Question, fill out the title, heading and description. Then select action for the type and click create. A new tab will appear in the top right labeled action answer fields. Click into this to add answer buttons to your question.

Click Add answer action field to add a button to the question. The label field is the text that will be displayed to the user on the button. The action type determines how the button behaves. The different action types are:

1. Continue - The answer is recorded and the user moves to the next question.
2. Goto - The answer is recorded and the user is moved forward to a target question. This is used to skip questions that are not relevant.
3. Message - The flow is stopped and a message is displayed to the user. They cannot proceed through the questionnaire. This is used to provide feedback about the user being in the wrong pillar, or needing to engage external help.
4. Finish - The flow is finished and marked as complete or awaiting approval. This is used to end a task when the user doesn't need to answer any further questions.

Once the answer has been created. A new tasks tab will appear in the top right. In this tab you an link tasks to the answer. Tasks linked to the answer will be allocated to the submission at the end of the questionnaire. This is how Pillars allocate tasks to the user's submission.

Input Type Questions

After clicking Add Question, fill out the title, heading and description. Then select input for the type and click create. A new tab will appear in the top right labeled action input fields. Click into this to add input fields to your question.

Click Add answer input field to add a button to the question. The label field is the text that will be displayed to the left of the input object. The field type determines how the SDLT solicits information from the user. The different input types are:

1. text - A single line text box
2. email - A single line text box with validation to ensure only email addresses are entered
3. textarea - A multi-line text box to allow the user to add longer text content
4. product aspects - A multi-line text box to allow the user to list different product aspects for the DSRA.
5. date - The user gets a date picker
6. release date - The user gets a date picker. This is stored as a key field against the submission and viewable in the admin Questionnaire Submissions area.
7. url - A single line text box with validation to ensure only urls are entered.
8. multiple-choice: single selection - A radio button input
9. multiple-choice: multiple selection - A checkbox input

Note: The text field has a checkbox to indicate if this input will be the product name. It is highly recommended to include a product name field in every Pillar as this is used for email communication between the SDLT and users

Note: The email field has a checkbox to indicate if this input will be the business owner. At least one business owner email field must be present in every Pillar questionnaire to ensure the approval flows can be completed.

Multiple Choice Answers and Risk

Todo