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Set-up a questionnaire for customer portal

Set-up a list of (mandatory) questions that should be answered by the user when creating an order via customer portal

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Written by Yannick De Coster
Updated over 3 years ago

Step 1: Go to the Masterdata and select 'Questions'

Select 'New', choose your division and provide a unique question code and question.

Choose which answer type you expect from the user by selecting either Yes/No, an Integer, Numeric or Text

Translations can be added for each question via the 'add' button

Click on the 'Save' button to create your question


Step 2: Go to the Masterdata and select 'Questionnaire'

Select 'New' and choose the division, provide a unique questionnaire code and name.

Translations can be provided for the questionnaire name by selecting the 'add' button

Link questions to your questionnaire by selecting the 'add' button

Select the questions that should be applied in the questionnaire and click on the arrow to move them to the left section

Click on the 'Save' button


Mark the questions as mandatory if an answer is obliged

Click on the 'Save' button


Questions and Questionnaires can be created via the Excel Upload available in the Masterdata upload Excel section.




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