Conditional Questionnaire Tab for Templates

Users with the appropriate role in an app can add attributes to a conditional questionnaire in a template, then assign specific attribute values to related objects. If the attribute value matches the value in the object created from the template, the related object is automatically added to the change order when it is promoted from the Prepare state or to the change request when it is promoted from the Evaluate state.

Note: A Business Administrator must enable conditional questionnaires to make them available in the app.

To access the Conditional Questionnaire tab for change questionnaires:

  1. Log in to the app with the Change Coordinator role.
  2. In the navigation pane, click My Changes.
  3. Click Change Template page tab.
  4. Select the change template.
  5. In the navigation pane, click Change Questionnaire.
  6. Select the Conditional Questionnaire page tab.

This topic describes:

This page discusses:

Column NameDescription
ConditionsThe name of the parent object or the attribute (condition) being used as a question.

Click the name to view the Properties page for the parent object or attribute.

ValueThe value of the attribute that will add the assigned related object to change orders created from the template or change requests associated with the change template.
TypeThe type of object in that row, either the parent object type or question.
StateThe current lifecycle state of the object in that row.

Actions/Toolbar Commands

Actions are only available when the template containing the conditional questionnaire is in the Inactive state.

ActionDescriptionFor More Information
Actions > Delete Deletes the selected questions. Click OK to confirm.-
Actions > Active/Inactive Toggles the selected questions between the Active and Inactive states.

A question must be in the Active state when an object is created from the template for it to be added to the new object.

This action only works with questions. It does not work with parent objects.

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Actions > Related > AssignAllows you to search for and assign a related object to a specific value of the attribute being used as a question.

The search results contain only valid objects that can be assigned to the question as a related object.

In the search results, select the value for the attribute that will cause the assigned related object to be added to objects created from the template.

Collaboration and Approvals User's Guide: Predefined Queries
Actions > Related > Disconnect Disconnects the assigned related object from the attribute being used as a question.-
Add Conditional QuestionsAllows you to select attributes to use as questions. You must assign related objects to the attributes after you add them.Collaboration and Approvals User's Guide: Predefined Queries
Move Up Moves the selected question up in the questionnaire's order.

The page must be in Edit mode to use this action.

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Move Down Moves the selected question down in the questionnaire's order.

The page must be in Edit mode to use this action.

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Enable Edit Toggles the page into Edit mode.-
Disable Edit Toggles the page into View mode.-
Remove Inserted Rows This action does not affect have any effect in a conditional questionnaire. You must delete an attribute used as a question to remove it from the questionnaire.-