Configuring survey follow-up action specifications
You can enrich your follow-up actions with additional specifications. These specifications can be configured to your requirements, using a set of free fields.
For more information about free fields see
Field types.
Examples of the type of information you can add in the specifications are:
• Products from the product catalog and their quantity
• Number of people required to complete the action
• Number of hours required to complete the action
Procedure
1. On the navigation panel, go to ProCenter modules > TSIs and make sure that the Follow-up details selection level and the Specifications-survey follow-up actions selection step are added to the Surveys TSI. For more information, see TSIs > Configuring selection levels and selection steps. 2. In the Field definer TSI, select the Specifications-survey follow-up actions business object and change the status to Under construction.
3. On the Details level, set the required free fields to In use = Yes and click Save.
4. Enter a relevant User-defined system name for each of the free fields and select and save any other relevant field settings. For example Field type, In selection and Translated names. For more information, see Field definer > Setting field attributes. 5. Go back to the Business objects level and change the status to Completed.
6. Navigate to the Layouts TSI and select the Specifications - survey follow-up actions business object.
7. Go to the Layouts step and set the SurveyActionSpecification layout under construction.
8. On the Layout data panel, click on a random spot in the list of currently available fields.
9. On the TSI fields tab > Unused fields section, select the free fields you have just configured and drag them to the required spot on the layout.
10. Click Save.
11. Set the layout status to Completed by clicking the padlock icon.
12. Log out of Planon ProCenter and log in again.