Smartstaff
2,093
edits
Changes
m
<span id="bs_template:@@@TPL3@@@" class="mceNonEditable template" data-bs-name="Banner-UnderConstruction" data-bs-type="template" data-bs-id="3">{{ Banner-UnderConstruction }}</span>
Custom The '''Special - Question-Set Builder''' custom field to allow the allows end user users without '''Global Administrator''' privileges to create a their own set of questions on a record and then have responses stored in the the corresponding child records store the responses to those questions.
==Set Up==To start using see individual answers, navigate to the question set builder, create a custom field of type ''Special - Question Set Builder''<br />[[Image:QuestionSetBuilderCustomFieldspecific activity to view the results.png|border]]
Next, navigate to a record that * Answers for the '''Special - Question-Set Builder''' custom field have limited support in list views and reporting. If you want need to collect report on answers from, and add questions within the builder.<br />[[Image:QuestionSetBuilderEdit2consider creating each question as its own custom field instead.png|border]]
After saving the custom field, set the Source Field to the level one Question Set Builder previously created.<br />
[[Image:QuestionSetSource.png|border]]
The question set should now be visible to any level two under the level one.<br />
[[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).
→Configuration
__TOC__
==General Description==
<u>'''Note:'''</u>
* The '''Special – Question Set Builder''' does not support test to production (T2P). This custom field creates custom fields with IDs for each new question. If you add/delete a question on one server and then transfer the data to another server via T2P, field IDs will not match and as such data loss may occur or data may be transferred into an unintended field.
==Field Options==All common options:<br />[[Custom Fields – General Information#General Settings|General Settings]]<br />[[Custom Fields – General Information#Permissions & Availability|Permissions & Availability]]<br />[[Custom Fields – General Information#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). ==Configuration=====Setting up Question Set Builder===# To start using the question set builder, create a custom field of type '''Special - Question Set Builder'''<br /> [[Image:QuestionSetBuilderCustomField.png|border]]# 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]]# Then, create a level two custom field of type 'Special - Question Set'.<br />[[Image:QuestionSetNew.png|border]]# After saving the custom field, set the Source Field to the level one Question Set Builder previously created.<br /> [[Image:QuestionSetSource.png|border]]# The question set should now be visible to any level two under the level one.<br /> [[Image:QuestionSetNewQuestionSet.png|border]] ===Setting up Question Set Scoring===Question sets can also have scoring enabled. Follow these steps to get started:
# Create a Level 1 custom field of type '''Special - Question Set Builder. '''Ensure you have toggled on '''Enable Scoring''' in the configuration settings.
# Go to any Level 1 record and set up the questions you would like to ask. Use the '''Correct Answer''' and '''Score''' attributes to indicate the correct test answer as well as assign a specific score for each question.
# Create a new Level 2 custom field of type''' Special - Question Set'''. Under the''' Source Field''' setting, be sure to select the '''Question Set Builder''' custom field we created in Step 1.
# Create a new Level 2 custom field of type '''Special - Scoring Results'''. Ensure the '''Field Name''' for this new custom field does not contain any spaces as it will need to be referenced later.
# Navigate to '''UTA Settings''' > '''Level 2''' tab > '''Features and Options''' section >''' Formula'''. Inside the '''Formula''' field, enter the following logic: <code>@level2.mycustomfield@="@evaluate_score()@";</code> where "mycustomfield" is the '''Field Name''' you assigned to the '''Special - Scoring Results''' custom field.
# To test your fields are working properly, save a Level 2 record with some of the test questions filled out. You will see the score and answers listed as below.
[[File:2022-03-ticket-130455.png|thumb|none|800px|A new custom field to display test scores]]
[[Category:Custom Fields]]
[[Category:Custom Field Types]]