Enable Import Online Questionnaire Responses to Follow-Up Inbox Items

Learn how to configure importing online questionnaire responses to follow-up Inbox Items.

About the Feature

With the 24R3 release, Vault can map online questionnaire responses to follow-up Inbox Items, reducing manual data entry for intake users when questions are configured using question field mappings. To map responses to Inbox Item fields, Vault uses Question Field Mapping records, which include a standard field and its object. With 24R3, Standard Question Field Mapping records are also available, which allows you to reuse these field and object combinations when creating Question Field Mappings for Question Designs. In addition to field mapping capabilities, Vault links completed questionnaires to follow-up Inbox Items so intake users can access the responses for review and entry.

After you have configured this feature, see the following articles for more information:

Prerequisites

Before configuring this feature in your Vault, you must configure Online Questionnair​​es for Follow-Ups.

Update the Question Field Mapping Layout

Update the Question Field Mapping layout by adding the Standard Question Field Mapping field and a layout rule.

Add the Standard Question Field Mapping Field

To add the Standard Question Field Mapping field to the Question Field Mapping layout:

  1. Navigate to Admin > Configuration > Objects > Question Field Mapping > Layouts > Question Field Mapping Detail Page Layout.
  2. In the Details section, before the Field Name field, add the Standard Question Field Mapping field.
  3. Select Save.

Create a Layout Rule

Create a layout rule to prevent Vault from overriding field values when using Standard Question Field Mappings in Question Field Mappings to map questionnaire responses:

  1. Navigate to Admin > Configuration > Objects > Question Field Mapping > Layouts > Question Field Mapping Detail Page Layout.
  2. Select Layout Rules.
  3. Select Create.
  4. Complete the following information:
    • Label: Enter Hide.
    • Description: Enter Hides Object Name and Field Name fields when creating a Question Field Mapping from a Standard Question Field Mapping.
    • IF this Layout Rule Expression is TRUE: Enter Not(IsBlank(standard_question_field_mapping__v)) && IsBlank(created_date__v).
    • Apply the following display effects:
      • Effect: Select Hide.
      • Type: Select Fields.
      • Values: Select Object Name and Field Name.
  5. Select Save.

Update the Inbox Item Layout

Update the Inbox Item layout by adding the Source Questionnaire field and a layout rule.

Add the Source Questionnaire Field

To add the Source Questionnaire field to the Inbox Item layout:

  1. Navigate to Admin > Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.
  2. In the Case Validity and Source section, add the Source Questionnaire field.
  3. Select Save.

Create a Layout Rule

Create a layout rule to display the Source Questionnaire field on the Inbox Item only when a completed online questionnaire exists:

  1. Navigate to Admin > Configuration > Objects > Inbox Item > Layouts > Inbox Item Detail Page Layout.
  2. Select Layout Rules.
  3. Select Create.
  4. Complete the following information:
    • Label: Enter Hide Source Questionnaire.
    • Description: (Optional) Enter a description for this layout rule.
    • IF this Layout Rule Expression is TRUE: Enter IsBlank(source_questionnaire__v).
    • Apply the following display effects:
      • Effect: Select Hide.
      • Type: Select Fields.
      • Values: Select Source Questionnaire.
  5. Select Save.