Define question set and lookup tables

About this task

You must add lookup tables: one for the answer container’s question sets and one for the answer container’s questions.

Procedure

  1. Use the Project window in Studio to navigate to configuration > config > lookuptables and open lookuptables.xml.
  2. Add two new LookupTable elements in the Question/QuestionSet Lookup Tables section of the file, one for question sets and one for questions.
    For example, if you are configuring account-level questions, add <AccountQuestionSetLookup ... /> and <AccountQuestionLookup... /> elements. Set the root element to "Account" and add the appropriate Dimension element attributes.
      <LookupTable code="AccountQuestionSetLookup" entityName="QuestionSetLookup" root="Account">
        <Dimension field="State" valuePath="Account.AccountHolderContact.PrimaryAddress.State"
                precedence="0"/>
        <Dimension field="IndustryCode" valuePath="Account.IndustryCode" precedence="1"/>
        <DistinguishingField field="QuestionSetCode"/>
      </LookupTable>
    
       <LookupTable code="AccountQuestionLookup" entityName="QuestionLookup" root="Account">
        <Dimension field="State" valuePath="Account.AccountHolderContact.PrimaryAddress.State"
                precedence="0"/>
        <DistinguishingField field="QuestionCode"/>
      </LookupTable>

    For guidance, examine the question set and question set elements already defined in lookuptables.xml, such as LocationQuestionSetLookup and LocationQuestionLookup.

  3. Restart Studio to load the new lookup table elements.