Formatting a picklist in a survey

Format a picklist in a survey to define the choices that users can select to answer a question.

1. Find a picklist question to format, if you do not have one open already.

   1. In the header of Dev Studio, click Configure Case Management Survey .

   2. Click the name of a survey, and then click a question of type Picklist.

2. Define a value for each choice in the picklist.

   1. In the Picklist options section, click + Add value.

   2. In the field that is displayed, enter a label for the choice.

3. Optional:

   Store the selected choice in a format that is different from the label.

   For example, in a list of color schemes, you can use the hexadecimal color code to find similar colors from different manufacturers.

   1. In the Picklist options section, click More Advanced view .

   2. In the Reporting value field, replace the default value with your custom value.

4. Optional:

   To control which choices are available when users take the survey, define conditions.

   For example, you can remove snow-related choices from a list of hobbies when a user lives in a tropical climate.

   1. In the Picklist options section, click More Advanced view .

   2. In the Visible when list, select When, and then click Edit.

   3. In the Field list, select a question in your survey.

   4. In the Value field, enter a value that is the same format as the expected answer to the question.

   5. In the Comparator list, select an operation that compares the answer to the question to the value that you provide.

   6. Click OK.

5. Click Save survey.

• Dynamically sourcing the choices in a picklist

  Use a data page that determines the choices in a picklist to make your survey easier to maintain.

• Designing surveys

  Gather information quickly from users while they process a case by designing a survey. When users complete a survey,

• Dynamically sourcing the choices in a picklist

  Use a data page that determines the choices in a picklist to make your survey easier to maintain.