Step 2: Questions and Headers

This option allows the Student Administrator to select questions to include on the online form being created; to add, edit, or remove questions from the form; to create or remove headers from the form; and to arrange questions according to preference.

If any questions are currently assigned, they will appear on this screen in the order that they will be presented in.

• Adding a new Question

  • Click the Select Questions and Headers link.  Any pre-existing questions or headers will appear on this screen.

  • Click the Add Question link

  • Select the type of answer (radio button, drop down list box or text box) you need in the Question Collection Control Type drop-down menu and click OK.

  • Enter the question in the Question Text text box.

  • Indicate whether this question is Required Data Entry by selecting the Yes or No radio button.  Marking a question required means this question must be answered before the online form can be submitted by the user.

  • Enter the XML Tag Name with no spaces.

  • Enter the XML Tag Description (information necessary to identify it).

  • Configure the answer bank for:

  Radio Buttons

  For each possible answer, enter a Value (a simple code or abbreviation to identify the response) and a Description (the full answer as it will appear on the form).

  Drop Down List Box

  Select the Simple radio button for Choose SQL Type if you wish to enter the columns your data resides on directly.  If you select the Advanced Radio button, you will be able to manually enter the SQL code.  If you choose Simple, you will need to enter the following information:

  Display Column

  Enter the name of the column from which your answers will be pulled in the Display Column text box.  This information will appear in the drop-down menu on the form.

  Key Column

  Enter the name of the unique identifier (key) column associated with each answer in the Key Column text box.  This information will not appear in the drop-down menu on the form, but will be passed from JICS to your ERP database when the form is completed.

  Table

  Enter the name of the table in the ERP in which the answers are located in the Table text box.

  Filter Column

  Enter the name of the column that your answers will be limited by, if any, in the Filter Column text box.  If your drop down box is to use every entry in the Display Column, leave this box empty.

  Filter Operator

  Enter the name of the operator ('=', '<', 'in', etc.) that your Filter Column will be tested for, if any, in the Filter Operator text box.  If your drop down box is to use every entry in the Display Column, leave this box empty.

  Filter Criteria

  Enter the criteria that will limit your filter, if any, in the Filter Criteria text box.  If your drop down box is to use every entry in the Display Column, leave this box empty.

  Note: This will generate a simple SQL script as follows:
  
  SELECT [Display Column], [Key Column] FROM [Table] WHERE [Filter Column] [Filter Operator] [Filter Criteria]

  Click the Test SQL button to test your entries.

  Click Save to save your question and proceed.

  Text Box

  Enter the maximum number of characters in the answer in the Field Length text box.

  Select a Validation Type from the drop-down menu, if any.  If a validation type is selected, the system will provide an error if the answer does not fit the selected format (Date, Social Security Number, Zip Code and Phone Number).

  • Click Add.  This will save the question and return you to the Select Questions and Headers screen.

  • If you wish to use the question you've created, check the Assigned check box next to the question.

  • When you have assigned all the questions you need for the form, click Save to save your information and return to the Form Question and Header Assignment screen.

• Editing an existing Question

  • Click the Select Questions and Headers link.  Any pre-existing questions or headers will appear on this screen.

  • Click the edit button () next to the question.

  • Update the question in the Question Text text box, as necessary.

  • Indicate whether this question is Required Data Entry by selecting the Yes or No radio button.  Marking a question required means this question must be answered before the online form can be submitted by the user.

  • Click the Save button (no other information on an existing question can be changed).  This will save the question and return you to the Select Questions and Headers screen.

  • If you wish to use the question you've created, check the Assigned check box next to the question.

  • When you have assigned all the questions you need for the form, click Save to save your information and return to the Form Question and Header Assignment screen.

• Adding a new Header

  • Click the Select Questions and Headers link.  Any pre-existing questions or headers will appear on this screen.

  • Click the Add Header link

  • Enter the header in the Header Text text box.

  • Click Save. This will save the header and return you to the Select Questions and Headers screen.

  • If you wish to use the header you've created, check the Assigned check box next to the header.

  • When you have assigned all the headers you need for the form, click Save to save your information and return to the Form Question and Header Assignment screen.

• Editing an existing Header

  • Click the Select Questions and Headers link.  Any pre-existing questions or headers will appear on this screen.

  • Click the edit button () next to the header, which is indicated as such by an (H).

  • Enter the header in the Header Text text box.

  • Click Save. This will save the header and return you to the Select Questions and Headers screen.

  • If you wish to use the header you've created, check the Assigned check box next to the header.

  • When you have assigned all the headers you need for the form, click Save to save your information and return to the Form Question and Header Assignment screen.

• Deleting a Header

  • To delete a header, click the trash can icon () next to the header to be removed.

• Order Questions and Headers

  • Click the Order Questions and Headers link.  All assigned questions and headers will appear on the Order Questions and Headers screen.

  • Assign each question and header a positive number in the Order text box, starting with 0.  Questions and headers will be displayed in order from the lowest number to the highest.

  • Click Save.  This will change your Order numbers into an appropriate number divisible by ten.

  • Click the Form Question and Header Assignment link in the breadcrumb at the top of the window to return to the Form Question and Header Assignment screen.

When you have finished adding questions and headers, select the "Yes" radio button for Setup Complete.  If you select "No," this option will not show as complete.  Then click Save to save your questions and return to the Form Setup Checklist.