Difference between revisions of "Custom Field Type: Special - Question Set Builder"

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==General Description==
 
==General Description==
 
Custom field to allow the end user to create a set of questions on a record and then have the child records store the responses to those questions.
 
Custom field to allow the end user to create a set of questions on a record and then have the child records store the responses to those questions.
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 +
==Field Options==
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All common options:<br />
 +
[[Custom Fields - General Information TEST#General_Settings|General Settings]]<br />
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[[Custom Fields - General Information TEST#Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
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[[Custom Fields - General Information TEST#Classic Options|Classic Options]]<br />
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For further information, please refer to [[Custom Fields – General Information]].<br /><br />
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Options listed below are unique and specific to this particular field type (if applicable).<br>
  
 
==Set Up==
 
==Set Up==
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Next, navigate to a record that you want to collect answers from, and add questions within the builder.<br />
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Next, navigate to a record from which you'd like to collect answers, and add the questions within the builder.<br />
 
[[Image:QuestionSetBuilderEdit2.png|border]]
 
[[Image:QuestionSetBuilderEdit2.png|border]]
  
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[[Image: QuestionSet.png|border]]
 
[[Image: QuestionSet.png|border]]
  
==Field Options==
+
 
All common options:<br />
 
[[Custom Fields - General Information TEST#General_Settings|General Settings]]<br />
 
[[Custom Fields - General Information TEST#Role Field Permissions and Status Field Permissions|Permissions & Availability]]<br />
 
[[Custom Fields - General Information TEST#Classic Options|Classic Options]]<br />
 
For further information, please refer to [[Custom Fields – General Information]].<br /><br />
 
Options listed below are unique and specific to this particular field type (if applicable).
 
 
[[Category:Custom Fields]]
 
[[Category:Custom Fields]]
 
[[Category:Custom Field Types]]
 
[[Category:Custom Field Types]]

Revision as of 14:53, 4 December 2018

Construction warning.png Please note that this page is currently under construction. There is more information to come.

General Description

Custom field to allow the end user to create a set of questions on a record and then have the child records store the responses to those questions.

Field Options

All common options:
General Settings
Permissions & Availability
Classic Options
For further information, please refer to Custom Fields – General Information.

Options listed below are unique and specific to this particular field type (if applicable).

Set Up

To start using the question set builder, create a custom field of type Special - Question Set Builder
QuestionSetBuilderCustomField.png


Next, navigate to a record from which you'd like to collect answers, and add the questions within the builder.
QuestionSetBuilderEdit2.png


Then, create a level two custom field of type 'Special - Question Set'.
QuestionSetNew.png


After saving the custom field, set the Source Field to the level one Question Set Builder previously created.
QuestionSetSource.png


The question set should now be visible to any level two under the level one.
QuestionSet.png