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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Cross-platform tools

Questions

The
Questions
 dock contains a list of questions that can be attached to a Decision Tree, answer, or another question.

Adding a Question

To add a question to the questionnaire:
  1. Click on the
    Questions
     dock to open the list of available questions.
  2. From the list of questions, determine which question needs to be added to the questionnaire.
  3. From this menu, you can drag a specific question to the left side of the editor and move the question to where it needs to go. A question can be attached to a tree, answer, or another question.
  4. Click on the question to be added and drag it into the Decision Tree. As the cursor is dragged, the question field will appear so you can see where the question will be dropped.
  5. Once the cursor is over the desired location, let go of the mouse to release the question.
  6. If the answer already has an attached question, the following validation error will appear. Click
    OK
     to close the pop-up.

Editing a Question

To edit a question:
  1. Choose a question from the list to be edited.
  2. Once a question is determined, click the question’s corresponding
    Edit
     icon.
  3. Clicking the
    Edit
     icon will open the
    Question
     pop-up, which is covered in more detail in the three sections below (Question, Answer, and Advanced).
  4. Make any necessary changes, and then click
    Save and Close
    .
In the example below, the typo (duplcated) was corrected (duplicated).
Question
The
Question
 section of the
Question
 pop-up is the first section you should complete.
The
Text
 field is what will display as the question.
The
Type
 field will be one of the question types listed in the table below:
Type field
Description
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.
Answer
The
Answer
 section of the
Question
 pop-up will only be available for certain predefined question types, such as dropdown.
To add an answer for an applicable Question type:
  1. Click on the
    Add New Answer
     field and enter a value for the answer.
  2. After each value is entered, click the
    +
     to add the answer.
  3. The answer will then appear in the
    Answer
     section of the
    Question
     pop-up.
In some instances, a client company may want to auto-populate certain questions with consistent data (e.g. system Port Codes). Thomson Reuters staff are capable of writing queries to dynamically populate answers as needed.
Contact your Thomson Reuters Client Delivery Representative for more details.
To modify an existing answer:
  1. Click on the answer text and make any necessary changes.
  2. Once the changes are ready to be saved, click the
    Save
     icon to the right.
The display order (of answers) can be set by using the up and down arrow icons on the right side.
To remove an answer:
  1. Click on the answer to be removed.
  2. Click the gray
    X
     button. The selected answer will then be removed.
Advanced
The
Advanced
 section of the
Question
 pop-up provides two other functionalities that can be used on the question.
Functionalities
Descriptions
Group
Groups similar question types that can be referenced in custom Decision Tree setup queries.
Help Notes
Applies clarifying notes to a question. Help notes are displayed on the right side of a question when accessed through the Viewer/Questionnaire screen. It will appear as a question mark icon. When completing the Questionnaire, you can hover over the question mark icon and view the entered text in the
Question Help Notes
 field.

Completing the Question Pop-Up

Once all the aforementioned sections in the Question pop-up have been completed, click
Save and Close
 at the bottom of the pop-up. The changes made to a modified question will apply to each Decision Tree where the question exists.

Modifications Impacting Other Decision Trees

Some modifications to a question may impact other Decision Trees in a way that is not backwards-compatible (e.g. removing No from a Yes/No question shared by multiple trees).
In these instances, an alert containing all potentially impacted Decision Trees will appear.
In this example, No cannot be removed from this question until this particular question is removed from all four Decision Trees using the question (listed in the Alert).

Deleting a Question

To delete a question:
  1. Choose a question from the list to be removed.
  2. Once a question is determined, click the question’s corresponding
    X
     on the far right to open the
    Alert
     pop-up, requesting confirmation that you wish to delete the question.
To proceed and delete the question, click
OK
.
To drop all changes and return to the main screen, click
Cancel
 or
X
.
If
OK
 is clicked, the question will then be removed from the Questions list. This menu also allows you to edit or delete a question by clicking on the icons (), or to add a new question ().

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