Introduction
The Questions tab gives you the ability to view and update your product questions flexibility. The tab includes:
Available questions - All the questions of your product
Working on questions - Question detail
Prerequisites
You need to have permission to View Products or Manage Products to access this page.
Main screen
Question list
You can see the list of all questions in the product, and can refine the list and perform the actions on the list as well.
Searching & filtering questions
You can search the question by question tag, and can filter the list by question type
Add a question
After enter the question name and click the Add button, then you can start creating a new question. All the required fields must be filled in, thus you can create a new question.
You can reference to the question detail to see the guidance
Edit question
You can view and edit a question by clicking on the question name
You can reference to the question detail to see the guidance
Clone question
You can clone a question by clicking on the [clone] button
The cloned question will have the Clone word at the end of the name, you can update the name but can’t rename it duplicate as the original question
Remove question
You can remove a question by clicking the [remove] button
You need to confirm the remove action before the system performed
Question detail
The question detail is opened when you click on the question name. There are 5 sections in the detail block: main information, lookup source, common question properties, conditional question behaviours, and proposed JSON
Question main information
You can update the name and the type of the question
You can view the rule of question name by clicking the [i] button
Notice that the question name must be unique, so it can’t be duplicated with other questions’ names
Question Types:
Date: general date input question.
Date of birth: specific question for inputting date of birth.
Decimal number: number with decimal
Lookup choice: dropdown selection question with items configured in lookup file. Its value will be used for referencing to another value in lookup file
Money: monetary number
Multiline text: free text question supporting multiline
Number: general number
Percentage: percentage format
Options: dropdown selection question with items can be defined on UI using “Create name and value pairs” section
Text: general text
Lookup Text: text question. Inputted value will be used for referencing to another value in lookup file
Year: Year input question
Yes/No question: Yes/No selection question
Calculated question: its value will be calculated based on other questions. Required to define Calculation strategy for this question.
Lookup source
This option only visible for the question type Lookup choice or Lookup text
Lookup source will be read from lookup table file uploaded to product builder. You will need to define lookup table file first.
Create name and value pairs
This section only visible for the question type Options
This section is used to define dropdown values this Option question.
Each values will contain Name and Value.
Add option will add another set of Name & Value
Remove last option to delete the last set of Name & Value
Calculation strategy
This section only visible for the question type Calculated question
Used to define how the value for this question will be calculated
Supporting calculation strategies:
Addition
Its value will be the sum of all questions that are defined in this section.
Multiplication
Its value will be calculated by multiplying all questions that are defined in this section
Rounding: applicable rounding logic
No rounding
Round to 0 decimal (floor)
Round to 2 decimals
Round to 5 decimals
Division
Its values will be calculated by dividing dividends with divisors
Rounding: applicable rounding logic
No rounding
Round to 0 decimal (floor)
Round to 2 decimals
Round to 5 decimals
Dividend: to define a constant dividend
Divisor: to define a constant divisor
Duration between two dates
Its values will be the duration between From Date and To Date
Rounding: applicable rounding logic
Round up
Round down
Unit: duration unit
Days
Months
Years
Offset Days: final duration is offset by X days
Duration year between two dates
Its values will be the duration between From Date and To Date in years
Rounding: applicable rounding logic
Round up
Round down
Offset Days: final duration is offset by X days
Question value from lookup
Its values is calculated by referencing to a lookup table using value from another question
Question Key: QA tag of the question that is used for lookup
Lookup: lookup table
Value from another question
Its values will be retrieved from Value Question based on Base Question
Scoring calculation
Its values will be customer scores calculated using scoring algorithm
Require NIN question to be defined
Value from motor registration
Its values will be retrieved from motor registration service using vehicle registration number
Registration Question: define question used for inputting vehicle registration number
Property: define the property to retrieve value from motor registration service’s response
Return type: type of the retrieving property
Text (ie: owner name)
Decimal (ie: price)
Number (ie: mileage
Date (ie: registration date)
Yes/No question (ie: is stolen?)
Question properties
The question properties are changed based on the question type
Input required: the question is required or not. You can set the question as always required, or only require with conditions, or is an optional question
Default value: The default value of the question, your users can see this value when opening the product Q&A for the first time
Default value from customer: ?
Minimum length and Maximum length: the minimum and maximum value for numeric questions
Conditional question behaviors
There are 2 parts to this section: the behavior and the condition
You can define one or multiple behaviours for your question as the predefined list
Show when value of other field is: the question will be shown when other question(s) satisfy conditions.
E.g The question “AddOnCoverSumInsured” is show when question
”IsAddOnCoverIncluded” equals to “Yes”
Hide when value of other field is: the question will be hidden when other question(s) satisfy conditions.
E.g The question “AddOnCoverSumInsured” is hide when question
”IsAddOnCoverIncluded” equals to “No”
Disable when value of other field is: the question will be disabled when other question(s) satisfy conditions.
Set value when value of other field is: the question value will be set as defined when other question(s) satisfy conditions. Using when there is a predefined value base on other field.
E.g The question “Deductible” is set value “1000” when the question “Cover” is “Ansvar”, as the deductible is fixed with covers.
Populate from other field : the question value will be filled-in when another question is answered. The filled-in value is defined in the AgencyLookup file, in the Product Settings. Usually this behavior is using for the read-only question.
E.g The question “City” is populate from the “Postcode” lookup when the question “Postcode“ is filled in. When you enter “0880” in the Postcode question, then the value “Oslo” is populated in the City question
Clear dependent values: other questions values will be cleared when the question is cleared
E.g: The question value “OwnerName” is cleared when user clears the value of the question “RegistrationNumber”
When choosing a behaviour, the corresponding condition will be displayed below
For the behaviour a, b, c, d: You can set one or multiple conditions, each condition will have 3 fields: question, where clause, and value. You can input any value in the Value field
For the behaviour e: You can define the condition question, and the lookup name. The lookup name must be matched with a sheet in the AgencyLookup file
For the behaviour f: You can define one or multiple questions, so when users clear the question, then these defined questions’ values will be cleared either.
Proposed JSON
This JSON is generated from the information above that you have updated