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How to create dynamic questionnaireExpand / Collapse
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Posted Friday, December 21, 2007
Supreme Being

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Hi there,

I was looking for a way of creating a set of questionnaires with dependencies among it's questions.

For example:

Q1 - Do you know what BPM.NET is? (dropdown YES/NO)

Q2 (IF Q1 = Yes)- Have you ever used BPM.NET? (dropdown YES/NO)

Q3 (IF Q2 = Yes) - Which version? (dropdown 2006/2007)

Q4 (IF Q3 = 2007) - Did you like it?

Q5 - ....
Q6 - ....

Is there a way of doing this?

Any help would be much appreciated.

Thanks in advance for your time.

Best regards,

Rui
Post #206
Posted Friday, December 21, 2007
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I am looking at doing the same thing. Any help would be greatly appreciated.
Post #207
Posted Sunday, December 23, 2007
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Hi Rui,

            To create dependency among checklists at design time, the steps are as follows:

 

      1.      From the Action Properties of the Checklist, click on the property Questions .

2.       Enter the number of questions you require and click on Add New

3.       Complete the following entries:

·         Type your question in the first text box

Ex:Q1 - Do you know what BPM.NET is?

·         Select the UI (dropdown )that has to be displayed to the assigned actor

·         Enter the number of choices for the question. i.e. 2

·          Check the mandatory field (  the actor will be prompted to enter value during action)

·         Select the Red Exclamatory mark radio button. (Red Exclamatory mark denotes  that this question will be the decision maker for the checklist. Meaning that the options specified would be available in the context menu of the link and in the property of the link( i.e. Follow this link if the last action output is).  This would help you to route the workflow depending on the option selected).

·         Enter the options for the questions i.e. Yes,No. 

Repeat the above steps for the other questions.

On the link connecting the second checklist select 'Yes' in the link property 'Follow this link if the last action output is'.

In the below figure we have a checklist1 with question 'Do you know what BPM.NET is? '

If 'Yes ' goto checklist2

if 'No' goto Information activity(on the right side of checklist1).

and so on.

 

                   

 

Output:

The assigned actor will receive a checklist with the question "Do you know what BPM.NET is?" and options Yes/No in a drop down. If he selects Yes only then the he will get the next question .

 

  Hope this is helpful. 

 



Thanks & Regards,
Sameena
Post #211
Posted Wednesday, December 26, 2007
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What if you wanted those questions to be dynamic as well, say pulled from a SQL table or XML file so they can be easily added to?
Post #216
Posted Wednesday, December 26, 2007
Supreme Being

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You can use the work action to do this. You need to write few JavaScript methods for loading the data dynamically. We do have a help document on using work activity. This can be found in developer guide, Under Advanced Features -> Using Work Action section.

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Post #218
Posted Wednesday, December 26, 2007
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I dont think i have the developer guide document. I downloaded the developer edition of the software is it in there?
Post #219
Posted Wednesday, December 26, 2007
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It should be available as a seperate download in the same site

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Post #220
Posted Wednesday, January 09, 2008
Supreme Being

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We have created simple way of giving some intelligence to our checklist.

On our questions we write questionid::question

On possible answers we have answeValue::nextQuestionID

And on our application we just parse the values and get the corresponding questions when needed.

It would be nice to have (maybe on a future release) dynamic forms available (something like sharepoint surveys)

Best regards,

Rui
Post #257
Posted Wednesday, January 09, 2008
Supreme Being

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Hi,
Thanks for the Input...We will definitely add this in our Wishlist..

The work action can be used to render the detail view similar to dynamic forms. The UI for work action is loaded from an HTML template. This html template is loaded at runtime and rendered in the detail view page. We have also included few samples of work action for addressing different scenarios. Few of the samples are

1) Rendering Ok And Cancel Buttons
2) Rendering Approve Reject And Send Back ButtonsWithoutDropDown
3) Rendering Approve Reject And Send Back ButtonsWithDropDown
4) Rendering Approve and Reject.

These templates are available in ([SkeltaInstalledPath]]\WorkflowElements\Default\en-US\Actions\WorkAction).  I have send you the document for work action do let me know if it was useful.

regards,

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Post #261