Custom Field Type: Special - Question Set Builder

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General Description

The question-set builder custom field allows end users without Global Administrator privileges to create their own set of questions on a record and have the corresponding child records store the responses. Answers for the question-set builder custom field cannot be reported on. To see individual answers, navigate to the specific activity to view the results. If you need to report on answers, consider creating each question as its own custom field instead.

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