The following options are available for configuration for checklist Section Design, Question Design, and Available Answer Design records. Depending on your configuration, you may need to update page layouts to include available options:
Section Design
- Section Design Type: Specifies whether the section is an Introduction Section or Question Section.
- Description: Specifies a description of an Introduction Section or Question Section.
- Header: Specifies the header text for an Introduction Section.
- Weight %: Specifies the weight percentage of a Question Section.
- Randomize Questions: Allows you to randomize the order of questions on the checklist displayed to users in a Question Section.
Question Design
- Question Design Type: Specifies whether the question is a Date, Multiple Choice, Number, or Text Question.
- Attachment Allowed (Attachment): Specifies whether users are allowed to attach files in a response.
- Attachment Required (Attachment): Specifies whether users must attach files in a response. Attachment Allowed (Attachment) must be set to Yes for this option to be set to Yes.
- Comment Allowed: Specifies whether users are allowed to add comments in a response.
- Comment Required: Specifies whether users must provide a comment in a response. Comments Allowed must be set to Yes for this option to be set to Yes.
- Order: Specifies the order the questions will appear in each section. This option is also required for configuration for checklist Available Answer Design records.
- Question Text: Provides the question to which users are asked to respond.
- Required Response: Specifies whether responding to the question is mandatory or optional for the user.
- Maximum Selectable Answers (Multiple Choice Questions only): Specifies the maximum number of answers which users can select in a response. For Checklist Answer Type records of Radio and Drop Down List type, this value is one (1). Ensure you create the appropriate number of corresponding Available Answer Design records in order to change this value.
- Checklist Answer Type (Multiple Choice Questions only): Specifies whether the answer type for the multiple choice question is Radio, Drop Down List, or Checkbox.
- Documents Allowed: Specifies whether users can add related version-specific documents in their response at the Question level for Number, Text, Date, and Multiple Choice Questions or at the Answer level for Multiple Choice Questions. For multiple choice questions, this option is also available for configuration for checklist Available Answer Design records. A Multiple Choice Question cannot have Documents Allowed set to Yes at both the Question and Answer levels. Users can add a maximum of ten (10) documents.
- Documents Required: When Documents Allowed is set to Yes, this option specifies whether users must select a Single Document, Multiple Documents, or whether selecting documents is Not Required (optional) as part of their response. For multiple choice questions, this option is also available for configuration for checklist Available Answer Design records. For multiple choice questions, ensure you configure this option only for the Question Design record or the Available Answer Design record but not for both. Users can add a maximum of ten (10) documents.
- Reference Media: Allows you to add an image to the question for the checklist respondent to view. You can also use this field on the Available Answer Design record.
- Comment Type: Specifies whether users can enter comments in Text, Long Text, or Rich Text format.
- Randomize Answers: Allows you to randomize the order of answers on the checklist displayed to users.
- Question Help Text: You can optionally provide up to 300 characters of text per question to guide checklist respondents in how to answer a question. When configured for a question, users can hover over the question to see the question mark icon (?) in the top right corner of the question. Users can then click the question mark icon (?) to display the guidance text. You can configure this option for Question Design records (including Library Question records). To use this option, you may need to update the page layout for Question Design records. Note that iIf your configuration includes custom object types for Question Design records, you need to assign the Question Text field (
question_help_text__sys) to the appropriate custom object types. - Reference Document(s): You can optionally add up to five (5) documents per question with more related information. When configured, a reference document appears as a link that the respondent can click to view the document in a pop-up window.
- Minimum Answer Value (Number Question only): Specifies the lower range limit for valid responses as a number between -100,000,000 to 100,000,000, including up to nine (9) decimal places.
- Maximum Answer Value (Number Question only): Specifies the upper range limit for valid responses as a number between -100,000,000 to 100,000,000, including up to nine (9) decimal places. The Maximum Answer Value must be greater than the Minimum Answer Value for number questions.
- Decimal Places (Number Question only): Specifies the number of decimal places allowed in response to a number question as an integer from zero (0) to nine (9). The default if you do not specify a value for this field is zero (0) and checklist respondents must enter an integer (no decimal places) in number question responses.
Available Answer Design
- Answer Text: Specifies the question’s answer.
- Score (Multiple Choice Questions only): Score is calculated against the Weight% option that is set up for each section in the Question level and by using the points value of each answered question in the Answer level.
Checklist Limits
The following maximums apply to checklists:
- Sections per checklist: 20
- Questions per section: 50
- Answers per question: 20