Defining Answer Sets

To define answer sets, use the Answer Set (RC_ANSWER_SET) component.

This section lists prerequisites and discusses how to create answer sets and derive answers from queries.

Page Name

Definition Name

Usage

Answer Set Page

RC_ANSWER_MAIN

Establish valid answers to single selection or multiple selection questions.

Derive Answers Page

RC_SQL_ANSWER_SCP

Perform a simple query that generates a list of values to copy into a static answer set.

Question page

RC_ANSWER_QUESTION

View the questions that use a specified answer set.

For dynamic answer sets, define the PeopleCode functions that generate the answers and the rules that determine which PeopleCode function to use.

Use the Answer Set page (RC_ANSWER_MAIN) to establish valid answers to single selection or multiple selection questions.

Navigation:

Set Up CRM > Common Definitions > Process Automation > Answer Set > Answer Set

This example illustrates the fields and controls on the Answer Set page.

 Answer Set page

Answer Set Detail

Field or Control

Description

Status

Select Active or Inactive. This value determines whether the answer set is available to use in a script. You cannot change the status to Inactive after an answer set is used in a script.

Static Answer

Select this option to use a fixed list of answers. If you use static answers, you use the script structure on the Script Tree page to determine the next step after a respondent selects an answer.

Dynamic Answer

Select this option to derive the list of answers at runtime. If you use dynamic answers, you use rules to determine the next step after the respondent selects an answer.

Answer Choices

On the Answer Details tab, list the available answer choices.

Field or Control

Description

Default

Select this check box for the default answer at runtime. Select for one answer only.

Enabled

Select to make the answer available in scripts.

Value

Enter the answer.

Score

Enter the score for the answer. A factor based on the weight of the question is applied to the score to determine the final score for the question. The system adds the final scores of all questions in the script to determine the final score for the script.

Derive Answers

Click to access the Derive Answer page and generate an answer set based on a query.

Rules

Select the Rules Detail tab.

Field or Control

Description

Default

Select to always use a specified PeopleCode function to derive answers, then enter a function name but not a rule name. (If you use a default function, you don't need to use rules to select from possible functions.)

If you select this check box, do not create additional rows of data, because the system always uses the default function.

Function Name

Enter the PeopleCode function that provides the list of answers.

Rule Name

To use different PeopleCode programs for different conditions, select the rule that defines the conditions under which the associated PeopleCode program is used.

Use the Derive Answers page (RC_SQL_ANSWER_SCP) to perform a simple query that generates a list of values to copy into a static answer set.

Navigation:

Click the Derive Answers button on the Answer Set page.

This example illustrates the fields and controls on the Derive Answers page.

 Derive Answers page

Field or Control

Description

Record Name

Enter the record to query.

Answer Field

Enter the field whose values appear in the answer set—that is, the field that corresponds to the Select clause of a SQL statement.

Filter Information

The filter information corresponds to the Where clause in a SQL statement. If you include multiple rows of data (multiple clauses), the system handles them as if they are joined by the And operator.

Field or Control

Description

Field Name

Enter the field that the system evaluates to determine which rows of data to include in the answer set.

Field Operations

Enter the operator for evaluating the data in the field. The following comparison operators are available: equals, does not equal, is less than, is less than or equal to, is greater than, is greater than or equal to.

Bind String 1

Enter the constant to compare with the field value.

Derived Answers

This group box displays the values that meet the filter criteria.

Field or Control

Description

Select

Select to mark the values to include in the static answer set.

Apply

Click to return to the Answer Set page and build a new list of static answers using the selected values. The system deletes existing entries in the list of static answers.