Introduction

Managing Question Sets via the UI is done from the Guided Selling Management screen, which can be accessed from ‘Administration’ → ‘Guided Selling’:  

Creating a new Question Set

In the Guided Selling Management screen, a new Question Set can be created by clicking on the ‘+’ icon. The newly created Question Set will be immediately added to the list at the top. This Question Set will be created with a blank name and inactive status, and no Question assigned:

Editing a Question Set

Selecting a Question Set from the aforementioned screen will display the respective Question Set information. In this screen, the data for the selected Question Set and all the Questions and Answers are shown:

 

The Question Set data is displayed at the top of the page. The fields that can be edited are as shown in the following table.

Field Name	Description
Question Set	The Object Name of the Question Set. When the Question Set is accessed, this will be displayed by default unless a language-specific label has been defined.
Active	If this is set to Yes, the Question Set can be accessed. Otherwise, it will be hidden. This should only be set to Yes once the setup for the Question Set has been completed.

 

Adding a new Question for a Question Set

A new question can be added by clicking on the “+ Add New Question” button: In the Question Set Management screen, click on the “+ Add New Question” button to add a new Question to the Question Set.

 

The newly created question will be added at the end. This question will be created with a blank name and no answer options assigned. For ease of use, a “Scroll to New Question” link will be shown after adding a New Question. Clicking this link will automatically scroll the screen to the newly created question.

 

NOTE: The link will disappear once clicked.

Editing an existing question 

The following fields can be edited for an existing question: Editing Question data

In the Question Set Management screen, Question data can be edited. The fields that can be edited for each Question are as shown in the following table. After making the desired changes, click on the “Save” button at the bottom of the page.

Field Name	Description
Question	The Object Name of the Question. When the Question Set is accessed, this will be displayed by default unless a language-specific label has been defined.
Answer Row Mode	If this is set to Yes, each answer to this question will be displayed in its own row. If this is set to No, as many answers as possible will be displayed in a single row, in a responsive manner.

 

Changing the Sequence of Questions

In the Question Set Management screen, the sequence of questions, and how they appear in the questionnaire can be re-ordered. This is particularly important for the first question in the Question Set, which will automatically become the entry point when the Question Set is accessed. For the rest of the questions, the order is just for convenience when viewing the Question Set Management screen, since when the Question Set is accessed, the questions that are displayed and their order beyond the first question will depend on the selected answers.
To re-order the questions, click on the icon at the top left of the screen. The list of currently existing questions will be shown. Using the up- or down-arrows, a question can be moved up or down within the question set. Alternatively, dragging and dropping the question in that list to change its order:

 

Adding a new answer for a question

 Within the question section, new answers can be added by clicking the ‘Add New Answer’ link. The newly created answer will be added at the end. This answer will be created with a blank name and will not be linked to anything yet:

 

Editing answer data

The fields available for editing each answer are shown in the following table:

Field Name	Description
Answer	The Object Name of the Answer. When the Question Set is accessed, this will be displayed by default unless a language-specific label has been defined.
Linked Question	When the Question Set is accessed and this answer is selected, if it has a Linked Question, that question will be displayed next. This is an optional field.
Product Tags	Product tags linked to this answer. This is an optional field.
Links Products	The Products linked to this answer. This is an optional field.

 

-  Add / Update Linked Question of an Answer.

To add or update the Linked Question of an Answer, click on the “Linked Question” link. A pop-up window will be opened, where the list of questions other than the current one (1) will be available for selection. Select the Question and click “Update”.

 

The linked Question will now be shown next to the link in a green box. Clicking it will scroll the screen to display the linked Question. Clicking on the “x” button next to it will remove the linked Question.

 

-  Add/Update Product Tags of an Answer

To add or update the Product Tags of an Answer, click on the “Product Tags” link. A pop-up window will be opened, where the list of existing Product Tags in the system will be available for selection. Select the relevant Product Tags and click “Update”.

 

The selected Product Tags will now be shown below the link. A single Product Tag may be removed from the answer by clicking its ‘X’ icon. Clicking the “Remove All Product Tags” button will remove all Product Tags currently assigned to the Answer.

 

-   Add/Update Products of an Answer

To add or update the Products of an Answer, click on the “Links Products” link. A pop-up window will be opened, where the Product Catalog will be shown. Search for the relevant Products and click the “Add” button to add it to the Answer. Alternatively, tick the checkboxes for one (1) or more Products, and click the “Add Selected Products” button at the bottom to add them all to the Answer. After all the relevant Products have been added, click on the “Close” button to close the pop-up window.

 

The selected Products will now be shown below the link. A single Product may be removed from the answer by clicking its ‘X’ icon. Clicking the “Remove All Products” button will remove all Products currently assigned to the Answer.

 

Guided Selling Localization

In the Question Set Management screen, Question Set, Question, and Answer can all be localized. This is done by clicking on the “T” icon of the respective objects. A pop-up window will be opened, where the labels and comments for the object may be specified for each of the languages in the system.

 

The fields that can be edited for each language are as shown in the following table

Field Name	Description
Label	The label for the object, for the given language. If not specified for the user’s language when the Question Set is accessed, the Object Name will be displayed instead of this.
Comment	The comment for the object, for the given language. If not specified for the user’s language when the Question Set is accessed, nothing will not be displayed in its place.