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This article applies to:

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

Result

The
Result
 dock contains a library of results that can be used in a Decision Tree. A result is the action taken when a specific value is provided as the answer to a question.

Adding an Existing Result

To add an existing result to a Decision Tree:
  1. Choose a result from the
    Result
     dock.
  2. Click and drag the result to the Decision Tree on the left. Once the result is where it needs to be, release the cursor. While the cursor is held, the result will be visible so the user can see where it will be dropped.

Adding a New Result

To add a new Result:
  1. Click the plus icon at the top of the
    Result
     dock. An empty
    Result
     pop-up will appear.
  2. Enter a name, value, and action. Only admin users can add a new name. All other users may select an existing result name from the drop-down.
  3. Once all information is provided, click “Save and Close”.

Editing a Result

To edit a result:
  1. Choose a result from the
    Result
     dock to be edited.
  2. Once this result is selected, click its corresponding
    Edit
     icon on the far right to open the Result pop-up.
    This pop-up contains the following fields:
    Field
    Description
    Result Name
    The name of the result in the database.
    Admin users have the ability to enter a new result name or select an existing result name from the drop-down. All other users may only select an existing name from the drop-down.
    Result Value
    The value that will be written to the database exactly as it is entered. These results are case-sensitive. Entering “[VALUE]” in the Result Value field will allow the system to perform a text replacement. The system will place the answer value in place of “[VALUE]” when it saves to the database. The text replacement can be followed or preceded by text.
    Result Action
    • Overwrite
      : Replaces a duplicate value if more than one value exists with the same Result Name.
    • Append
      : Concentrates on the existing value with the same Result Name triggered in the questionnaire.
    • Sum
      : Sums the entered value onto the existing numeric value with the same Result Name.
  3. Make any necessary changes.
  4. Click
    Save and Close
    .

Deleting a Result

To delete a result:
  1. Choose a result from the
    Result
     dock to be deleted.
  2. Once this result is selected, click its 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 result will be removed from the
Result
 dock.

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