07-04-2023 07:53 AM
Hi all,
Is it somehow possible to customize the answers to the certification questions? We would generally only want yes/no, but by default there is now a whole list of possible answers. We are looking for a way to limit this list.
With kind regards,
Tim
07-06-2023 03:02 AM - edited 07-06-2023 03:08 AM
Currently not possible, the feature was requested on this IdeaStream thread, so you might want to go there and upvote.
There are workarounds though. For example, in each question text, you could specify which answers are acceptable. In most cases this might be enough, if you have someone quickly going over certification reports to ensure people have been good. If you want to enforce automatic checks, one strategy could be:
Another strategy is having an Event Handler that will stop certification from happening at all, reverting the status if answers are unacceptable.
05-15-2024 09:52 AM
We have the same request. We would like the answer options to be Yes, No or NA. Setting a Confirmation Rule for each workflow would be helpful. Is that possible? Or can you explain in further detail what you mean by setting the questionnaire to "limited"?
Being able to edit the choices would be the best solution. I will go to the IdeaStream thread and comment.
Thanks.
05-15-2024 01:40 PM
The approach is basically: have the questionnaire in a lower profile, then at parent level run Confirmation Rules that will decide which answers are actually acceptable and react accordingly. It's definitely doable, although the rules might be tricky to write for non-coders.