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Add Custom Warnings to Questionnaire

To ensure end users provide valid answers in a questionnaire, template authors use a combination of tools such as warnings, variable constraints, and clear guidance. Warnings are particularly helpful for flagging answer combinations that may be acceptable individually but problematic when considered together.
By setting validation rules in the condition tab and offering well-crafted instructions in warning message section, you help users understand what is expected and automatically check their inputs. This integrated approach not only improves the quality of the data collected but also enhances the overall user experience.

Compulsory and Non-compulsory warnings

There are two types of questionnaire warnings:
  • Compulsory
     (requires resolution): This will force the user to provide compliant answers before being allowed to assemble a document. If the user closes the questionnaire without resolving a compulsory warning, the answers will be saved, but no documents will be generated.
    note
    In
    HighQ DocAuto
    , even compulsory warnings will be bypassed and the document will still be generated.
  • Non-compulsory
     (advisory): This will flag an issue with the answers but will not prevent the documents from being generated. They should be used in cases where you want the user to review the answers provided and perhaps seek additional guidance for their specific situation. It is still possible to proceed to document generation without changing the answers.
In the questionnaire, warnings are displayed in the top left. A compulsory warning will be marked with a hexagon icon , and a non-compulsory warning will be marked with a triangle icon.

Create a Custom warning

To set up a custom warning, navigate to the hamburger menu and select Custom warnings option from the drop-down.
Select Create warning. The new warning appears in the list.
General tab
On the General tab, add a custom warning message to display to users when the warning is triggered.
The ‘
Requires resolution
’ checkbox should be ticked if this should be a compulsory warning.
In scenarios where a complex expression is used as a warning condition, consider hiding navigation links to questions related to the warning condition. For instance, if the condition uses the collect function across a large data set, the list of relevant questions may become extensive and potentially confusing for the user. By selecting the '
Hide links to questions
' checkbox, only the warning message will be displayed in the questionnaire warning to avoid user confusion.
Condition tab
On the Condition tab, you can define a condition to trigger a warning by selecting a variable from the list or creating a new one, choosing an operator, and entering the required value in the input field.
If you need to combine multiple conditions, enable the
Advanced mode
 toggle and manually enter a logical expression that evaluates the answers to determine whether the warning should be triggered.

Delete a Warning

To delete an existing warning, click on the more action button and select Delete.
You can create multiple warnings as needed. All warnings will be displayed in the custom warnings list.

This article applies to:

  • PRODUCT: Contract Express