To know more about creating the Script itself please click here and to know more about creating the Questions click here.
To add a new Answer first select the Question that would link to the Answer and then select the
button.
To edit an existing Answer first select that answer then click the
button. Please be aware that Answers may be hidden under the Question so you may need to select the Question first so it drops down to reveal the Answers attached.
The Number automatically increases in multiples of 10. This is to allow you to insert new Answers between two existing Answers should you need to in the future. You can manually change the Number if you need to.
The Analysis Code can usually be left blank, but there may be times when you need to export the script answers referenced by a specific code, enter it here, it can be numeric or alphabetic.
Type the answer in the text box. For example:
Q# | Question | A# | Answers |
10 | Do you want to receive the magazine? | 10 | Yes, I would. |
20 | No, Thank you. |
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|
20 | How many computers do you have? | 10 | 1-9 |
20 | 10-19 |
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|
30 | 20-49 |
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|
40 | 50+ |
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|
If the answer effectively sets the outcome for the script then select the relevant Response from the drop down list. If you are not using Responses select the relevant Status from the drop down list. This can be left blank if not required.
If you need to branch to a specific question when the answer is selected select that question from the Next Question drop down. By default the system will just go on to the next question, so this can be left blank if no specific branching is required.
To tell the system to finish if this answer is selected, select Finish in the Next Question drop down list.
Labels are sub answers where you can collect more information based on the Answer you selected, for example -
Q# | Question | A# | Answers | Label |
10 | Do you want to receive the magazine? | 10 | Yes, I would. | What magazine would you like to receive? |
Please can you confirm your postcode? |
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|
|
|
20 | No, Thank you. | N/A |
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|
20 | How many computers do you have? | 10 | 1-9 | What Computers are they? |
20 | 10-19 |
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30 | 20-49 |
|
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|
40 | 50+ |
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|
To create a Label for the question you need to write out the sub question, add the type of field you need and where you want to store the information collected.
The Type field is where you select the style of field you need -
Style | Description |
Plain text | Simple text box. Use the Max length option on the right to limit the amount of text that can be typed in. |
drop down | Displays a drop down list. To type in text just click into the field and start typing. To setup the drop down list items click the button. |
drop down list only | Displays a drop down list. It is not possible to type in any text. |
Radio buttons | For example if the line was for "Version of Windows", radio buttons could be:
Only one can be selected. |
Checkboxes | For example if the line was for "Version of Windows", checkboxes could be:
Multiple answers can be selected |
Function | Use this to create an input with different values depending on the merge. See below. |
Action | Use this if you need to use the appointment calendar. See below. |
Database field is where you want to store the information you collect from the label, you can select from the system fields and Additional fields. Depending on the Type of field you select you will have an Action/function option where you can add drop downs or add a calendar to a date field.
Action | Description |
*AppCalendar | Displays the weekly diary appointment calendar. The database field must be set to Nextdate or an additional field which is a datetime field type. This must be used if storing the date/time in an Additional Field (rather than the Nextdate field). |
*Calendar | Displays the weekly diary appointment calendar. Same as *Nextdate, only included for compatibility with the Windows TMS application. |
*Contactnew | This will create a new Contact in the Account from the information captured when the script is saved. |
*Datetime | This will make the field a date and time field, not linked to the calendar. |
Function | Description |
*ADDNXX | *ADDN01 . Adds an input containing the value of the additional field for the current account. |
*ADDNXX+*ADDNYY | *ADDN01+*ADDN02. Adds an input containing the sum of 2 additional fields for the current account. |
*ADDNXX+YY | *ADDN01+2. Adds an input containing the sum of an additional field and a fixed value. |
*ownerlist | Adds a dropdown for owners to select from |
*date | Adds an input containing the current date (not time) |
*datetime | Adds an input containing the current date, including time |
*userfullname | Adds an input containing the user's full name |
*username | Adds an input containing the user's username |
*fieldnew | Adds an empty input. |
*answer | Adds an input containing the 'answer' name |
*contactnew | Causes a new contact to be created on the account and provides an input field to enter a value |
Mand. will make this label mandatory so it will need to be filled in if you select this answer.
Length is the length of the field, this is measured in the pixels and a default would be 300.
Del. will delete that label when selected. You will need to save the Answer before this label is removed.
To add multiple labels you need to select the Add Row button (
), up to 10 Labels can be added in this way.
To learn more about Advanced Branching please click here.
Please click save and this will save the Answer against the Question you selected at the start.