Working with Answers

Creating and managing answers entails defining its properties and assigning features to it. This section describes how to manage both a answer's properties and its feature assignments.

To learn about managing features, see Working with Features.

Managing answers includes creating, modifying, and deleting answers, as well as assigning features.

To Create an Answer

1. Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
2. Click the folder next to the Questions link to expand the tree and display all existing questions.
3. Click the link of the question in which you want to create the new answer to display its detail panel.
4. Click the Answers tab.

5. Click Create Answer to display the New Answer Panel.

6. Type the name, answer text, and description you want to give to the new answer in the appropriate fields.
7. Click Save All and Return to List.

   The following actions occur:

   • You return to the Answers tab of the Questions Detail Panel.
   • The new answer appears in the List of Answers list box.
   • The new answer appears in the Navigation Panel under the condition for which you created it.
8. Click the new answer's link in the Navigation panel to display its detail panel.

9. Click the Features tab.

10. In the Feature Types drop-down list, select the feature type that includes the feature type or types you want to assign.

    All of the available features in that feature type appear in the Unassigned Features list box.

11. Highlight the feature or features you want to assign to this answer, and click Add.

    The highlighted features move from the Unassigned Features list box to the Assigned Features list box. These features appear in the Assigned Features list box under their feature type.

12. Click Save All Changes.
13. Click the Resources tab.

    The assignment of resources is optional, and can be done at any time. If you do not want to assign a resource now, skip this step and go to Step 15.

14. For each resource you want to assign, follow the procedure To Assign a Resource to an Entity.
15. Click Save All Changes.

To Modify an Answer

1. Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
2. Click the folder next to the Questions link to expand the tree to display all existing questions.
3. Click the folder next to the question that includes the answer you want to modify to display all of the answers that exist within that question.
4. Click the link of the answer that you want to modify to display its detail panel.

5. In the General tab make any necessary changes to the Name, Question Text, Description, or Control Type. To change the information for Name, Description, or Answer Text, type your changes in the appropriate field.
6. Click Save All Changes.
7. Click the Features tab.

8. Use the Add and Remove buttons to assign new features or unassign existing ones as needed.

   To assign a feature:

   1. In the Feature Types drop-down list, select the feature type that includes the feature type or types you want to assign.
   2. All of the available features in that feature type appear in the Unassigned Features list box.
   3. Highlight the feature or features you want to assign to this answer, and click Add.
   4. Note that you can highlight and assign multiple features at once.
   5. The highlighted features move from the Unassigned Features list box to the Assigned Features list box. These features appear in the Assigned Features list box under their feature type.
   6. Click Save All Changes.

      To unassign a feature:

   7. Highlight the feature in the Assigned Features list box and click Remove.
   8. The highlighted features move from the Assigned Features list box to the Unassigned Features list box.
   9. Click Save All Changes.

      Note that you can unassign all the assigned features of a given feature type by highlighting the name of the feature type and clicking Remove.

9. Click the Resources tab.

   The assignment of resources is optional, and can be done at any time. If you do not want to assign or unassign a resource now, skip this step and go to Step 10.

   Modifying resource assignment is includes assigning and unassigning resources.

   • For each resource you want to assign, follow the procedure To Assign a Resource to an Entity.
   • For each resource you want to unassign, follow the procedure To Unassign a Resource from an Entity.
10. When you have finished modifying the answer, click Save All Changes.

To Assign a Feature to an Answer

1. Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
2. Click the folder next to the Questions link to expand the tree to display all existing questions.
3. Click the folder next to the question that includes the answer you want to modify to display all of the answers that exist within that question.
4. Click the link of the answer to which you want to assign a feature to display its detail panel.
5. Click the Features tab.

6. In the Feature Types drop-down list, select the feature type that includes the feature type or types you want to assign.

   All of the available features in that feature type appear in the Unassigned Features list box.

7. Highlight the feature or features you want to assign to this answer, and click Add.

   The highlighted features move from the Unassigned Features list box to the Assigned Features list box. These features appear in the Assigned Features list box under their feature type.

8. Click Save All Changes.

Note that you can highlight and assign multiple features at once.

To Unassign a Feature from an Answer

1. Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
2. Click the folder next to the Questions link to expand the tree to display all existing questions.
3. Click the folder next to the question that includes the answer you want to modify to display all of the answers that exist within that question.
4. Click the link of the answer from which you want to unassign a feature to display its detail panel.
5. Click the Features tab.

6. In the All Assigned Features list box, select the feature that you want to unassign.

   Note that you can select all of the features of a feature type by selecting just the feature type. Also, you can select more than one feature at a time in the All Assigned Features list box.

7. Click Remove.

   The highlighted features move from the All Assigned Features list box to the Unassigned Features list box.

8. Click Save All Changes.

Note that you can highlight and unassign multiple features at once.

To Delete an Answer

1. Click Advisor Flows & Questionnaires in the Product and Catalog Administration panel on the Comergent eBusiness System home page.
2. Click the folder next to the Questions link to expand the tree to display all existing questions.
3. Click the link of the question that contains the answer you wish to delete to display that question's detail panel.

4. Click the Answers tab.

5. In the List of Answers list box, highlight the answer you want to delete, and click Delete.

   The answer disappears from the list box.

6. Click Save All Changes.

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