Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Populating a question template

Updated on March 29, 2022

Define single-answer questions that you want to create in bulk by populating a question template. You download the template in your application, and add questions by following the structure of the sample questions that the template contains.

For example, define several questions about the work experience of a job candidate that you can then use to create a questionnaire in your application.

  1. Download the question template:
    1. In the header of Dev Studio, click ConfigureCase ManagementQuestionnaire.
    2. On the Questions tab, click Import questions.
    3. Click Download template, and then save the QuestionsTemplate.xlsx file to your local machine.
  2. Open the QuestionsTemplate.xlsx file.
    The Sample Questions tab of the Excel file contains examples of correctly configured questions that you can import.
  3. In the ID column, enter text that uniquely identifies the question.
    For example: Enter WorkHistory.
    If you enter the ID of an existing question, when you import the question template, your application prompts you to update or skip the question.
  4. In the Name column, enter a label for your question.
    For example: Enter Your work history.
  5. Provide text for your question:
    ChoicesActions
    Use plain text
    1. In the Question Layout column, select plain.
    2. In the Question Plain Text column, enter the question text.
    Use styled text
    1. In the Question Layout column, select rte.
    2. In the Rich text question content column, enter question text that includes HTML tags.
      For example: You can use the <em> tag to italicize your question text.
  6. Configure the answer format for your question:
    ChoicesActions
    A question that a user answers by attaching a file
    1. In the Answer Mode column, select File.
    A question that a user answers in a text area, text box, date, or date and time format
    1. In the Answer Mode column, select freeform.
    2. In the Answer Freeform Format column, select an option that corresponds to your answer format.
    A question that a user answers by selecting one or more available options
    1. In the Answer Mode column, select checkbox.
    A question that a user answers by selecting one of available options
    1. In the Answer Mode column, select radio.
    2. In the Answer option labels column, enter a comma-separated list of the choices that users can select.
      For example: Enter None,Basic experience,1-3 years on the job,Expert (more than 3 years on the job).
    3. In the Answer option values column, enter a comma-separated list of the values that map to the choices that users can select.
      For example: Enter None,Basic,Advanced,Expert.
    4. In the Radio button label orientation column, choose whether the your application displays choices stacked or side-by-side.
    A question that a user answers by selecting one of available options in a drop-down list
    1. In the Answer Mode column, select dropdown.
    2. In the Answer option labels column, enter a comma-separated list of the choices that users can select.
      For example: Enter None,Basic,Advanced,Expert.
    3. In the Answer option values column, enter a comma-separated list of the values that map to the choices that users can select.
      For example: Enter None,Basic,Advanced,Expert.
    A question that a user answers in a custom section that you provide
    1. In the Answer Mode column, select section.
    2. In the Section Reference column, enter the name of a section that is in the same class path as the question.
  7. In the Answer layout direction column, choose whether your application displays the question and answer stacked or side-by-side.
  8. To change where your application stores the answer to a question on the clipboard, in the Answer Property column, enter the name of a property that is in the same class path as the question.
  9. To validate the answer that users provide at run time, in the Validation column, enter the name of a validation rule that is in the same class path as the question.
  10. Optional: To add more questions to the template, repeat steps 3 through 9.
  11. Save and close the file but do not change the file format.
What to do next: Apply advanced functionality, such as conditional answers, that the question template does not support. For more information, see Fine-tuning your survey.

Related articles

Troubleshooting question template errors

Tags

Pega Platform 8.6 Case Management

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Visit the Support Center

Did you find this content helpful?

Yes
No

Want to help us improve this content?
Suggest an edit

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us