Question List Configuration - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.2

For each company type that is available to be assigned to a new company on P.20.02 Login Requests, a question list must be defined on the P.10.25 Question List screen.

The company types selectable on P.20.02 have the P.20.01 check box selected on the A.10.22 Company Types screen.

Level 1 of the question list can only be defined as ‘Company Profile’ or ‘Qualifications’, and the other levels are freely definable. All questions beneath the ‘Company Profile’ top node are available and must be answered at step 2 - Company Profile of the company registration. All questions beneath the ‘Qualifications’ top node are available and must be answered at step 3 – Qualifications.

A question list can be structured with up to four levels. These levels define the hierarchy of the questionnaire as it will appear on the P.20.03 Questionnaire screen. Level 1 is a required field; Levels 2-4 are optional.

The number entered in the Seq field determines the sort order of the questions within the level.

The question text is entered in the Question field.

The Answer Type of a question controls the behavior when inserting the answer on P.20.03 Questionnaire.

  • Date - Requires a date value; a calendar LOV is available.

  • Number - Requires a numeric value.

  • Free Text - No restriction.

  • Y/N - Restricted to Y (Yes) and N (No); LOV is available.

  • LOV - Requires an answer matching with a value from the LOV. For this answer type, the LOV condition has to be defined, either by:

    • Entering a valid select statement in the LOV Condition field beside the Answer Type field. The select statement must retrieve two values.

      The select statement displayed in the picture above delivers the LOV shown below:

    • Entering a list of valid values in Window 2. Just leave the LOV Condition field empty when saving the record. A prompt will ask if answer values should be entered instead of a LOV condition.

      Acknowledging with OK will open Window 2, where the values for the LOV can be defined.

      The values displayed in the picture above deliver the LOV shown below:

    • Using the Mapped to field to select a P.20.01 or A.10.23 field from the LOV, which will be mapped to the question and where the answer should be populated when submitting the questionnaire. Depending on the mapped field, the Answer Type field is automatically set to LOV or Free Text.

      The example displayed in the picture above delivers the LOV shown below:

Approval Templates

For the company profile, you are allowed to assign only one approval template, and it must be assigned on a Level 1 question.

For qualifications, you can assign an approval template to each individual question. This field is not required because some questions may not require acceptance. The same approval template can be assigned to more than one question. When multiple approval templates are assigned, each of the questions must have its own approval. When only one approval template is assigned to the qualifications questions, all answers are accepted when approval is completed. It’s not necessary to accept each of the answers separately.