Questions or Playbooks allow you to:
Guide your team through your processes with screens that change according to their status.
Split the fields in a status into two or more screens
Make some fields mandatory/required.
Use pre-build specific fields
This functionality is only available in these modules:
Quotations
Jobs/Sales Orders
Works Orders
Purchase Orders
1. Click on the Cog
2. Click "Prebuilds"
3. Select the module to work in
4. Create a pre-build or edit an existing one
5. Click "Questions" tab
6. Click "Add New Section"
7. Select the status where these questions are activated
8. There are four types of default field selections:
None - None
Basic - Just the company, contact, next and back buttons
All Visible Fields - All the fields you have set to be visible for that module
All Fields - Including those set to not visible
9. Make your selection and click on Add. These fields will now be the only ones shown when the quotation, job/sales order, etc., is moved to this status
10. To add more system fields, click here
11. Click on the fields, buttons or tabs to add
12. Click "Save"
13. Add questions that are specific to this status. They are not system or custom fields
14. Select the type of question
15. Give it a label
16. Set whether it is required/mandatory before the next page/status can be moved to
17. Tick here to confirm
18. Question field types are:
Checkbox
Date
Dropdown
Embedded Video
Input field (for system or custom fields)
Multi-select
Number
Text
Text Area (multi-line)
Yes or No
19. Custom fields can be added by selecting the field type Input Field, then Custom Field, and then the name of the custom field
20. Add notes to a section to help users understand what they need to do
21. To add another set of questions, click "Add New Section"
22. To have another screen for the same status (i.e. you need to pass through two screens or more in one status), select that status again when creating the question set
23. When the resulting quotation, job/sales order, etc., moves to this status, only the specified fields, buttons, tabs, and questions are shown
24. If the user tries to move to the next page or status without completing all the required fields
25. A message is shown informing the user which question needs to be completed, and they are not allowed to move
