Configuring question behavior

You can configure the behavior of each question in Product Designer either in:

  • The Questions page, where you can see it in context with other questions.
  • An individual question’s home page, where you see only a single question at a time.

Configure question’s behavior on the Questions page

Procedure

  1. In the navigation panel, expand the Question Sets node and then expand the node for the question set you want to configure. Click the Questions node to open the Questions page.
  2. Click a question to select it. The background of the question is highlighted to indicate that it is selected. In addition, the Question Editor appears to the right of the question.
  3. With the question selected and the Question Editor visible, you can do any of the following:
    • Drag and drop the question to change the order in which it appears.
    • Specify a default answer by entering or selecting the answer, or remove a default answer by clicking Reset to Default .
    • Delete a question by clicking Delete.
    • View the question’s Code.
    • Edit the question Label and click Translate to enter the label in other languages.
    • Specify a question Indent. Use this feature to indicate that this question is dependent on the non-indented one above it.
    • Indicate that the question is Required. Required questions must be answered before you can move to another screen in PolicyCenter.
    • Configure Post behavior as Always or Automatic, enabling you to determine whether answering this question updates the other questions or fields in the PolicyCenter screen. If Always, PolicyCenter always reloads the screen when this question is answered. Use this option when a non-question field on the screen is dependent on the answer to this question. If Automatic, PolicyCenter reloads the screen if the visibility of a follow-up question is dependent on the answer to this question.
    • Enter one or more lines of Help Text to display below the question in PolicyCenter.
    • Jump to other pages to configure Dependent On, Incorrect Answer, and Availability for this individual question.

Configure question’s behavior on the question’s home page

Procedure

  1. In the navigation panel, expand the Question Sets > Question Set Name > Questions, and then select the individual question you want to configure to open that question’s home page. The title of the question home page is the question itself.
  2. In the individual question’s home page, you can do any of the following:
    • Specify a default answer by entering or selecting the answer, or remove a default answer by clicking Reset to Default .
    • Delete a question by clicking Delete in the upper right corner of the page.
    • View the question’s Code.
    • Edit the question Label and click Translate to enter the label in other languages.
    • Specify a question Indent. Use this feature to indicate, for example, that this question is dependent on the non-indented one above it.
    • Indicate that the question is Required. Required questions must be answered before you can move to another screen in PolicyCenter.
    • Configure Post behavior as Always or Automatic, enabling you to determine whether answering this question updates the other questions or fields in the PolicyCenter screen. If Always, PolicyCenter always reloads the screen when this question is answered. Use this option when a non-question field on the screen is dependent on the answer to this question. If Automatic, PolicyCenter reloads the screen if the visibility of a follow-up question is dependent on the answer to this question.
    • Enter one or more lines of Help Text to display below the question in PolicyCenter.
  3. Use the Go to links to jump to other pages where you can configure Dependent On, Incorrect Answer, and Availability for this individual question.