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Formatting a picklist in a questionnaire

Updated on March 29, 2022

Format a picklist in a questionnaire to define the choices that users can select to answer a question. With a picklist, users can select only one answer to a question. For example, you can ask users about their rating of customer service in your company, and then provide a choice of answers that range from excellent to poor.

Before you begin: Add a question of the picklist type to your questionnaire. For more information, see Adding a question to a question page.
  1. Navigate to the questionnaire:
    Open the questionnaire in App Studio
    1. In the navigation pane of App Studio, click Case types.
    2. In the list of case types, open a case type of the Questionnaire type that you want to edit.
    Open the questionnaire in Dev Studio
    1. In the header of Dev Studio, click ConfigureCase ManagementQuestionnaire.
    2. Click the questionnaire that you want to edit.
  2. If you have multiple questions on the question page, click the question that you want to edit.
  3. In the list of question types, select Picklist.
  4. In the Question settings pane, in the Map answer to field list, select a field of the picklist type:
    Reuse an existing fieldIn the list of fields, select the field that you want to use.
    Create a new field
    1. In the list of fields, click Create new.
    2. In the Add field dialog box, in the Field name field, enter a name for the field in a data model.
    3. In the dialog box, in the Display as list, define a display mode for the picklist.
      You can display a picklist as a drop-down list or a list of radio buttons.
    4. In the Picklist options, define choices for the picklist.
      You can create your own local choices or source them from a data page.
    5. Click Submit.
  5. Click Save.
For example: The following figure shows a picklist displayed as radio buttons that users use to rate customer service:
Picklist with radio buttons
A run-time example of a picklist displayed as a list of radio buttons
What to do next: Provide tools to compare and calculate weight of responses by scoring answers in the picklist. For more information, see Scoring answers in a questionnaire.

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