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Creating a stand-alone question

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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.
      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.
      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 Section 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.
        Some types of questions, such as custom sections, do not support property mapping.
      4. Close the Add question dialog box by clicking Save.

Integrate your stand-alone question with a case by calling an API or adding a step to the case life cycle.

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