Creating a stand-alone question

Create a stand-alone question, which you can reference outside the context of a survey, to support information gathering when a case is offline.

1. In the header of Dev Studio, click Configure > Case Management > Survey.
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. From 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 available fields.
   You can choose from:

   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.
   • For Text area, in the Answer presentation settings section, complete the following fields:

     Default

     Default text.

     Rows

     Height of the text area.

     Columns

     Width of the text area.

   • For Text box, in the Answer presentation settings section, complete the following fields:

     Size of text box

     Maximum character count of the answer.

     Default

     Default date.

   • For Date or date/time, in the Answer presentation settings section, complete the Default field by selecting the default date.
   • For Predefined list, from the Drop-down type, select Data page. Complete the following fields:

     Data page

     Reference to the data page that returns a list of options.

     Note: You can use the Value field to pass parameters supported by the data page.

     Property for value

     Reference to the property on the data page that stores the options for the list.

     Property for display text

     Reference to the property from the data page that stores list item labels

   • For Predefined radio buttons, from the Drop-down type, select Data page. Complete the following fields:

     Data page

     The data page that returns a list of options.

     Note: You can use the Value field to pass parameters supported by the data page.

     Property for value

     The property on the data page that stores the options for the list.

     Property for display text

     The property from the data page that changes the default list item labels.

   • For Custom list, from the Drop-down type, select Prompt list. Complete the following actions:
     1. For each choice, click the Add row icon and complete the following fields:

        When

        A when condition that controls whether the choice is included in the list.

        Display value

        Choice label.

        Value

        The value copied to the Clipboard when the user selects this choice.

     2. When you finish configuring all the choices, in the Selected column, click one option to set the default choice in the list.
   • For Custom radio buttons, from the Radio button source list, select Prompt list. Perform the following actions:
     1. For each radio button, click the Add row icon and complete the following fields:

        When

        A when condition that controls whether the radio button is displayed.

        Display value

        Radio button label.

        Value

        The value that is copied to the Clipboard when the user selects this radio button.

     2. When you finish configuring all the radio buttons, in the Selected column, click one option to set the default radio button.
   • For a Custom section, perform the following actions:
     1. In the Seciton reference field, press the Down Arrow key and select the section that displays fields for the user to enter a response.
     2. In the Param value field, enter a corresponding value for each parameter that the section supports.
     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.
        Note: Some types of questions, such as custom sections, do not support property mapping.
     4. Close the Add question dialog box by clicking Save.