Defined Request Forms and Fields

For each of these sections, an administrator can create an unlimited number of question/answer fields, order and organize them in any way, and make each field either optional or required as needed.

Question Types

1. Choice - A list of options with a single response. As in 'Yes'/'No' or Sales Region. Something where there's one and only one valid response from a list.
2. Multiple Choice - A list of options with multiple possible responses. As in 'Competitor(s) Being Considered' or 'Deliverables Needed'. Something where multiple responses are valid.
3. Text - A single line of free-form text. As in 'First Name' or 'Address'. Something that requires a short text response.
4. Long Text - Multiple lines of free-form text. As in 'What do you hope to accomplish with this visit?'. Something that may require a few sentences.
5. Numeric - A single number response. As in 'Estimated number of attendees', or 'Opportunity Potential'. 

Setting Up an Admin-Defined Request Form

When you first enter one of these admin-defined request form sections, you will see the Field Master List on the left and all visit types for a site on the right. The objective here is to build a list of fields (questions) for each of the visit types. This will be done for all your sites.

1. Field Master List - A list of all previously defined question fields. This list also contains user-defined Section Headers, which simply provide a visual way to organize questions into groups.
2. + Section Header and + New Question buttons - These buttons allow you to add a new Section Header or question.
3. Site Selection List - Select from this list to quickly just to a different site.
4. Visit Types - This is a list of visit types available at this site. Clicking on a visit type will expand it to show the section headers and questions used in the request form this this site/visit type. In this example, the Customer Briefing visit type has been expanded. When you first open this screen, no visit types will be expanded by default.
5. Copy Field Set - This copy icon lets you copy the headers and questions from one visit type to another, either within the same site or the corresponding visit type at another site.

Copy Field Set

1. Visit Types at the Same Site - Check the visit type(s) you would like to copy these headers and questions to.
2. Other Sites - Check the site(s) you would like to copy this visit type configuration to.

Resulting Request Form Layout

This example shows you how the section headers, questions, and other components work together on the resulting request form.

Creating a Section Header

When you use the + Section Header button, you will see a window where you can define a new section header.

Enter some text for the Section Header and click the Save button.

Creating a Question

When you use the + New Question button, you will see a window where you can define a new question.

1. Question Type - Select the type of question you are creating (see above for question types).
2. Question Text - This is the actual question, or prompt, shown on the request form next to the response field.
3. Help Text - This text appears beneath the Question Text to provide additional information or guidance for the question.
4. Hide from Account Manager - This check box will hide this question from Account Managers (Requesters). This is usually used for a question that is directed toward the center coordinators or visit planners.
5. Report Filter Field - For Choice or Multiple Choice questions, this check box will allow the responses to this question to be used as report filters.
6. Response Options - For Choice or Multiple Choice questions, this is where you build a list of response options. To enter a response option, enter some text and select the Add button to the right.

Click the Save button to create the new question.