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Creating a stand-alone question with multiple answers

Gather information when a case is offline by creating a stand-alone, multi-answer question in Dev Studio. You can reference stand-alone questions outside the context of a questionnaire, for example, while processing an order, you can ask the customer a single question about their satisfaction with the sales application.

Only standard Pega Platform applications support questions with multiple answers. Applications based on Cosmos React display only single-answer questions.

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

  2. Click the Questions tab.

  3. Click Create question Browse all types Multi answer [answer type] .

  4. In the Name field, enter a unique name that describes the purpose of the question, for example, enter Customer service rating.

  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. Optional:

    To manage your questions efficiently, in the Category field, you can enter a category for the question, for example, enter SatisfactionRatings.

  7. In the Question layout list, select how your application sources the text of the question:

    Choices Actions
    Plain text that you provide
    1. Select Plain Text.

    2. In the text editor, enter the text of the question.

    Rich text that you provide
    Available only in standard Pega Platform applications. Applications based on Cosmos React do not support this option.
    1. Select Rich text.

    2. In the Question text field, enter your question.

    3. Optional:

      To make the output of the question more accurate, apply formatting to your text.

      Emphasize certain words with the bold style, and apply a numbered list.
    Custom HTML rule
    Available only in standard Pega Platform applications. Applications based on Cosmos React do not support this option.
    Use a custom HTML rule only in specific use cases that you cannot complete by reusing the standard rules.
    1. Select Custom HTML.

    2. In the Custom HTML field, enter the name of the rule that contains a custom HTML question.

    A section rule in your application
    Available only in standard Pega Platform applications. Applications based on Cosmos React do not support this option.
    1. Select Section.

    2. In the Section reference field, enter the name of the rule that contains a section that you want to reuse.

    A paragraph rule in your application
    Available only in standard Pega Platform applications. Applications based on Cosmos React do not support this option.
    1. Select Paragraph.

    2. In the Section reference field, enter the name of the rule that contains a section that you want to reuse.

  8. Optional:

    To format the answers, in the Answer section, define how your questionnaire displays the available choices in the question.

    Format a table by providing a class that contains a table, adding columns that reference column properties, and adding several rows.
  9. Define how your application stores the answer in the data model:

    • To not map the answer, in the Property type list, select No Property Mapping.
    • To store the answer as a single-value property, in the Property type list, select Single Value.
    • To store the answer as a page list, in the Property type list, select Page List, and then, in the Page list field, enter a page list property to store the answer.
    The Property type list is not available for questions of the table type, because you configure property mapping while configuring each column by completing the Column property field.
  10. Optional:

    To ensure that the information that users provide is accurate and in an expected format by displaying an error message in your questionnaire when the answer is invalid, in the Answer section, in the Answer validation field, enter the name of a validation rule.

    Answer validation is not available for questions of the table type.
  11. Optional:

    To encourage questionnaire participants to provide complete answers, configure a warning. For more information, see Displaying a warning in a questionnaire.

Organize your stand-alone question with related questions by adding it to a question page. For more information, see Adding a question to a question page.

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