Creating a stand-alone question

You can create a simple question that is not associated with a survey. By using stand-alone questions, you can support information gathering when a case is offline.

You must purchase a separate license before using survey functionality in your application.

  1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.
  2. Click the Questions tab.
  3. Click Create question > Browse all types > Single answer > [answer type].
  4. In the Name field, enter a unique name that describes the purpose of the question.
  5. Optional: To change the scope of the question, expand the Context section and provide a different class name, ruleset name, or ruleset version.

    The scope controls which rules can reference your question and which rules your question can reference.

  6. In the Question layout list, select an option that indicates how the text of the question is sourced in your application.

    For example, you can define your own text or reuse the text from a paragraph rule.

  7. Provide the source of the question text by entering a value in one of the following fields:

    • Paragraph - A paragraph rule in your application.

    • Section reference - A section rule in your application.

    • Question - Plain text that you provide.

    • Question text - Rich text that you provide.

  8. Format the fields that users interact with to answer the question.
    • Text area:

      1. Expand the Answer presentation settings section.

      2. In the Default field, enter placeholder text that is displayed before the user provides an answer.

      3. In the Rows field, enter the height of the text area.

      4. In the Columns field, enter the width of the text area.

    • Text box:

      1. Expand the Answer presentation settings section.

      2. In the Size of text box field, enter the maximum number of characters that an answer can contain.

      3. In the Default field, enter placeholder text that is displayed before the user provides an answer.

    • Date or date/time:

      1. Expand the Answer presentation settings section.

      2. In the Default field, select a default date that is displayed before the user provides an answer.

    • Predefined list:

      1. In the Drop down type list, select Data page .

      2. In the Data page field, press the Down Arrow key and select a data page that returns a list of options.

        You can pass parameters in the Value field if they are supported by the data page.

      3. In the Property for value field, press the Down Arrow key and select a property on the data page that stores the options for the list.

      4. To change the default labels in the list, enter a property from the data page in the Property for display text field.

    • Predefined radio buttons:

      1. In the Radio button source list, select Data page .

      2. In the Data page field, press the Down Arrow key and select a data page that returns a list of options.

        You can pass parameters in the Value field if they are supported by the data page.

      3. In the Property for value field, press the Down Arrow key and select a property on the data page that stores options for the radio buttons.

      4. To change the default labels of the radio buttons, enter a property from the data page in the Property for display text field.

    • Custom list:

      1. In the Drop down type list, select Prompt list .

      2. For each choice in the list, repeat the following steps:

        1. Click the Add row icon.

        2. In the When field, press the Down Arrow key and select a when condition that controls whether the choice is included in the list.

        3. In the Display value field, enter the label for the choice.

        4. In the Value field, enter the value that is copied to the clipboard when the user selects this choice.

      3. In the Selected column, click one option to set the default choice in the list.

    • Custom radio buttons:

      1. In the Radio button source list, select Prompt list .

      2. For each radio button, repeat the following steps:

        1. Click the Add row icon.

        2. In the When field, press the Down Arrow key and select a when condition that controls whether the radio button is displayed.

        3. In the Display value field, enter the label for the radio button.

        4. In the Value field, enter the value that is copied to the clipboard when the user selects this radio button.

      3. In the Selected column, click one option to set the default radio button.

    • Custom section:

      1. In the Section reference field, press the Down Arrow key and select the name of a section that displays fields for the user to enter a response.

      2. For each parameter that the section supports, enter a corresponding value in the Param value field.

      3. In the Map to property field, press the Down Arrow key and select the name of a property that stores the answer that the user provides.

        Some types of questions, such as custom sections, do not support property mapping.

      4. Click Save to close the Add question dialog box.

You can integrate your stand-alone question with your application by using the Question shape in the life cycle of a case, a flow, or a question page in a survey.