Cheatsheet

Fields in solution

Normal questions

Sum of scores in normal questions

Setting up multiple response for a question

Contact information for sending emails

Content for the Word report

Questionnaire field order

Entity > Advanced > Questionnaire: Question order

Order 0 means field is NEVER displayed

Questionnaire start and end messages

Entity > Advanced > Questionnaire: Messages

Send invitation to customer

  1. Entity status: Click status > Add status action
  2. Set email recipient = Email field
  3. Integrate name in message: Dear {NAME}

Template for report

  1. Create Word document
  2. Add content tags - ex. "${NAME}"
  3. Add to solution: Entity > Advanced > [Template list] > Add

Revision #1
Created 8 April 2025 10:54:38 by Theis Villumsen
Updated 8 April 2025 10:55:00 by Theis Villumsen