Answering a Decision Tree Questionnaire
Some question types require you to submit an answer; and other question types (e.g. drop-downs) can be configured to automatically submit the answer once you choose a value. Categories can be configured to show a
Submit Answer
button per question or per questionnaire.A selected record will not be updated in the Decision Tree until the questionnaire is completed and you click
Submit
at the top of the screen.
Clicking Submit will open a confirmation pop-up. Click
OK
to proceed or Cancel
to drop changes and return to the questionnaire.
If
OK
is selected, the Results
of the questionnaire session will be pushed through the client defined after-submit logic (see client-specific specification document for detailed logic) and update the record the Decision Tree was referencing. A validation message will appear at the top of the questionnaire screen (see below):
Typically, a Decision Tree will apply to the record that was selected when entering into the
Decision Tree Questionnaire
, but clients may have specific logic that dictates other records that the Decision Tree Results
will be applied to.Question Types
Questionnaire sessions may contain a variety of question types.
The
Decision Tree Editor
screen is used to build questions into a tree structure and is covered in more detail in the Decision Tree Editor
section of this user guide. Best practices when building a Decision Tree include choosing question types that best support the information the question will capture.Question logic is covered in more detail in the
Questions
section of this help.Question Types | Meaning |
|---|---|
Attachment | This question type requires you to attach a document. The text portion of this question should be used to write a command (e.g. Upload a Picture). |
Checkbox | This question type allows for a checkbox-type question that supports multiple answers per question. These questions should be planned and discussed during implementation to ensure proper use of one-to-many results. |
Date | This question type captures a date. |
DateTime | This question type captures a date and time. |
Drop-Down | This question type builds branches where the answer leads to a specific result. This way, each answer will lead to a result or another “branch” of questions. |
Numeric | This question type forces the answer to be a numeric value. These types of questions should be worded to receive a numeric answer. |
Predefined | This question type will ask the same question, no matter the result. It will always lead to the same next question. These questions should always be used when the answer to a drop-down question does not change the resulting questions. This will limit the number of branches to be maintained. |
Textbox | This question type is followed by a question or end result. Text entered here is saved as a result. |
Time | This question type captures a time value. |
Message | This question type allows for large text inputs. |
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