Question Types Settings

Question Types Settings

Below you will find details about how to configure each of the possible Question Display Types.

Slider Question Responses

If Slider is chosen as the Display type:

  1. Under Answer Sliders at the bottom of the New/Edit Question form, click + Add new.
  2. Set a label for the slider in the Text field.
  3. Set the values for the slider:
    • Min value: The lowest value the user can select.
    • Max value: The largest value the user can select.
    • Default value: The value the slider will start at.
    • Step: The increments by which the user can adjust the slider.
  4. If needed, set the Value field parameter:
    • DEFAULT: Slider increments numerically from min to max value.
    • AND_UP: Same as DEFAULT except the max value has a plus sign (+).
    • DOLLARS ($k): Slider scale is given in thousands of dollars.
    • DOLLARS: Slider scale is given in dollars.
    • DOLLARS_AND_UP: Same as DOLLARS except the max value has a plus sign (+).
    • PERCENT: Slider scale is given in percentage.
    • YEARS: Slider scale is given in years.
  5. If needed, adjust the Param scale min and Param scale max. This weighs the results of the user’s answer in the Parameter for the question. If the scale is set in such a way that a lower response is better, then these numbers should be reversed. (For example, a lower Age would indicate a higher Risk Tolerance, so the min weighting would be higher than the max weighting.)

Multiple Choice Question Responses

If Multiple Choice is chosen as the Display type:

  1. Under Answer Choices at the bottom of the New/Edit Question form, click + Add new.
  2. Enter the appropriate data in the fields available:
    • Text: The text the user will see for the option in the multiple-choice list.
    • Int value: Based on the Parameter setting of the question, this is the value that affects either the Risk Score or Asset Class Complexity (ie, “track”).
    • Is Hidden?: Hides the response from the available answers.
    • Allow text: Enabling this box provides the user with a field to enter more data after the option. The remaining fields only apply if Allow Text is selected.
      • Value field: Controls the type of data the user can enter in this new field: Text, Numeric, or Dollars.
      • Label:
      • Helper:
      • Min Value: The lowest value a numeric or dollar value type will accept.
      • Max Value: The largest value a numeric or dollar value type will accept.
  3. Repeat the Add New process for each option you want to be in the Multiple-Choice list.
Note: Only standard Multiple Choice Questions can affect Logic Rules or Asset Class Complexity.

Multiple Choice (Images) Question Responses

The Multiple Choice (Image) Question Display Type is not currently functional and should not be used.

Multiple Choice (Risk/Return) Question Responses

If Multiple Choice (Risk/Return) is chosen as the Display type:

  1. Under Answer Choices (Risk/Return) at the bottom of the New/Edit Question form, click + Add new.
  2. Enter the appropriate data in the fields available:
    • Text: The text the user will see for the option in the multiple-choice list.
    • Risk Val:
    • Return Val:
    • Risk Val (Display):
    • Return Val (Display):
    • Value type: Are the values entered expressed in Dollars, Text, or Percent?
    • Int value:
    • Is Hidden?: Hides the response from the available answers.
    • Risk Color: Select a coloring for the Risk amount.
    • Return Color: Select a coloring for the Return amount.
    • Label:
    • Min Value:
    • Max Value:
  3. Repeat the Add New process for each item you want to be in the multiple-choice list.

Dropdown Question Responses

If Dropdown is chosen as the Display type, at the bottom of the form select an existing Answer Dropdown List or create your own list using the steps below:

  1. Under Answer Dropdowns at the bottom of the New/Edit Question form, click + Add new.
  2. Enter the appropriate data in the fields available:
    • Value: Risk value assigned to the drop-down option.
    • Title: The text the user will see for this option in the drop-down.
    • Label:
  3. Repeat the Add New process for each item you want to be in the drop-down list.

Text Question Responses

If Text is chosen as the Display type:

  1. Under Answer Texts at the bottom of the New/Edit Question form, click + Add new.
  2. Enter the appropriate data in the fields available:
    • Text: The prompt text the user will see for the entry field.
    • Min Value: For numeric entries, the smallest number or dollar value acceptable.
    • Max Value: For numeric entries, the largest number or dollar value acceptable.
    • Default Value: What the entry field will have in it to start.
    • Is Numeric: Allows only numbers to be entered in the entry field.
    • Step: The allowed interval between numeric entries. For example, a Step of 1 would allow any integer value.
    • Value field: Controls the type of data the user can enter in this new field: Text, Numeric, Dollars, or Percent.
    • Param scale min and Param scale max: This weighs the results of the user’s answer in the Parameter for the question. If the scale is set in such a way that a lower response is better, then these numbers should be reversed. (For example, a lower Age would indicate a higher Risk Tolerance, so the min weighting would be higher than the max weighting.)
    • Label:
  3. Repeat the Add New process for each item you want to be in the text response list.

Checkbox Question Responses

If Checkbox is chosen as the Display type:

  1. Under Answer Checkboxes at the bottom of the New/Edit Question form, click + Add new.
  2. Enter the appropriate data in the fields available:
    • Text: The display text the user will see for this checkbox option.
    • Format: Can only be set to TEXT.
    • Label:
  3. Repeat the Add New process for each item you want to be available in the checkbox list.

Message Style Questions

If Message is chosen as the Display type, the remaining options in the form will change. Fill in these new fields as needed:

  • Message: The first part of the message that will display.
  • Message with Links: Additional message information on a second line. You may include links by selecting text, clicking the link control, and replacing http://example.com with the URL you want to link to.
  • This Message Is: Select Hard Stop if you want to use this Question as a stopping point reached through logic rules that should end the Questionnaire here. Hard Stops will appear as a pop-up warning box. Select Informational to allow the user to continue on to the next question from this.
Note: Both Message and Message with Links are required fields. If you do not need both, leave a single blank space character in the unneeded box.
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