You can create three types of question, which are distinguished by the type of response: Yes/No, Numeric, or List of Values.
You must provide the intent for the question, that is, Buy or Sell; a question name must be unique for a given intent.
Once defined, questions are available across all operating units that use the Contract Terms library.
If the Response Type to a question is Numeric, you must set up constants.
If the Response Type to a question is List of Values, you must set up value sets with the following properties:
Format Type = Char
Validation Type = Independent, Translatable Independent, or Table.
For more information, see Setting Up Value Sets.
Navigate to the Create Questions page.
Navigation: Contract Expert > Questions tab > Create Question button
Enter a short Name for the question. The name must be unique for a given intent and across all operating units.
In the Description field describe the purpose of the question.
Select the Intent for the question. The intent can be either Buy or Sell.
In the Question Prompt field enter the question that will be displayed at runtime for users to respond to.
Use the Disable check box to disable the question to prevent it from being used in a rule. The Disable check box is only available in Update mode.
Select a Response Type from the list of values. The system supports the following response types:
Yes and No: At run time, the response is displayed as a drop list with two values, Yes and No; users must select the appropriate response.
Numeric: The response is a numeric value provided by users at runtime.
List of Values: This option provides an enumerated list of values as its response. For example, the Contract Type question could include Fixed Price, Cost Plus Pricing, and Services only Pricing as possible responses.
If in the Response Type field you selected the List of Values option, the system displays the Value Set field.
Enter a value set or use the Search for Value Set icon to search and select a value set.
Note: You must set up value sets as described in the prerequisites in this section.
Note: For example, if your question checked that a Contract Type should include the values Fixed Price, Cost Plus Pricing, and Services only Pricing, you would first need to define these three values in a value set. Then, when creating the question, select Response Type=List of Values, and Value Set=the name of your defined value set.
Click Apply to activate and save the question.
Contract Expert does not in general currently support default responses on user questions. However, a question with response type Numeric always defaults to 0 in the business document. Users must be careful to change this default value when answering numeric questions.