Hi Everyone,
We've got a client who has a long form Questionnaire (read 300 questions). They are done with trying to do it in Excel. They need people to sit down and go over these insurance and legal questions with 2-3 dozen individuals. They used to be passing around an Excel questionnaire and the version control on that was a nightmare.
I can see a few paths forward.
A) Property Q1-Q400, all boolean, use configuration to put them into collapsible groups.
B) Have the Questionnaire have a multi-select of Question Items for the groups.
Other considerations,
1. The questions are sometimes a paragraph in size. For A) it might be to put the long form text into the tooltip
2. I think they have a requirement to also have cost tracking (number(real)) on some questions, leaning towards B.
If we go with B), do we just set this up as a template and does the template create copies of those dropdown items?
Or do we try to Make a Copy of the master Questionnaire and use that for clients, and does the Make Copy also make copies of the Dropdown items (as they need to be tied to the parent)?
Any other considerations, or best practices? Instances where you might need to use code to effectuate some of the items.