Questionnaires are a quick and easy way to add contact and company attributes because they allow for many attributes to be added to a record at the same time. They do this by presenting the user with a user-defined form of tick-boxes to fill in. The only questions on the form are those you have specified on the questionnaire set-up. You can have many questionnaires ready for different purposes and use them time and time again.
For Questionnaires to function properly we will first look at setting up attributes in the system, then setting up a questionnaire and then adding attributes using questionnaires. You may find that all the attributes you require are already set up and working in your system, in which case, go straight to section 2.
1. Adding Attributes for Questionnaires
The attributes may already be entered into the system, the following describes adding new attributes and what is required for the attributes to be properly linked to events/publications.
2. Setting up a Questionnaire
3. Adding Attributes using Questionnaires
Multiple Attributes Subsections and 'Drill Down' Questionnaires
In cases where there are potentially too many attributes codes to be listed easily or there are many subsections to an attribute code, attribute codes can be set up using a main heading and then multiple codes seperated by a colon, for example in the Attribute Type PC (product code) the attribute code BOOKS could be the main category and BOOKS:001, BOOKS:002 etc set up to represent different subcategories of books. This can go even further if required to BOOKS:001:01 to represent a further subcategory.
When the Attribute Type is added to the Questionnaire as described above, the system will list the headings, and any that have subsections attached will have a + next to them to expand the subcategory list.