Adding questionnaire fields to request forms
You can add
Questionnaire fields to the request forms to gather additional information on the request. For more information on questionnaires, see
Questionnaires.
Procedure
1. In Live app > App configuration, select the Request forms module.
2. Select the Request forms web definition to which you want to add questionnaire fields.
3. At the bottom panel, select the Add form block.
4. In the Add fields tab, click the Add fields... button.
The Add fields... window appears.
| The questionnaire fields displayed in the list are based on the standard order linked to the Request form. |
5. Select the questions from the list that you want to add.
| Selecting question fields in combination with a standard order reference field is not supported. |
6. Click OK.
The selected questions are added.
| The maximum number of fields that can be added is 15. |
7. At the bottom panel, select the Requests block.
8. On the Details fields tab, click the Add fields... button.
The Add fields... window appears.
9. Select the same questions you added in the Add form block (see step 3 of this procedure).
10. Click OK.
The selected questions are added and displayed at Request details page of the Planon app.