Customize answers to the certification questions

[TimVierhout]

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

[JackLacava]

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:

1. Set the questionnaires you want to be "limited" in Certify steps of a lower-level workflow profile;
2. At the parent level, have a Confirm step with Confirmation Rules that will inspect the state of children and complain if any "wrong" answer was used. You could also auto-revert the certification status.
   This would require a bit of digging in the Api related to certification though - starting from BRApi.DataQuality.Process.GetCertification to retrieve CertifyInstanceInfo of the child workflow unit, then inspecting its .Groups property to retrieve groups of questions, and from there inspect every answer...

Another strategy is having an Event Handler that will stop certification from happening at all, reverting the status if answers are unacceptable.