| 1 |
Please fill in the following fields |
Comment |
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- No answer is expected. This question should not be mandatory.
- The question will automatically be displayed alone in the row.
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Horizontal Line
| Comment | | - You can create a Comment question whose description is a series of dashes -- or underscores __.
- You can also select a System question.
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| 2 |
Regulation consultation |
URL |
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| 3 |
Date of incident's occurrence |
Date |
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- Mandatory field.
- The current date is proposed by default.
- Once the date is entered, a control is run to check that it is earlier than or equal to the current date and time.
- To propose the current date as the default value, proceed as follows in the Question Editor:
- Select the Dynamic (SQL) option in the Contents field
- In the wizard, specify Field = {* RTZConvert(GETUTCDATE()) *}
- To check the validity of the date, create a constraint based on a comparison with the @now dynamic value:
- Click [ ASSIGN THE DYNAMIC VALUES ] and select @now to evaluate the current date and time.
- Click
 and create the following rule:- Option field: Select Compared to a Dynamic Value
- Condition/Value field: Select <= ; @now
- Enter the mandatory error message which is displayed if the date constraint is not met: The date cannot be later than the current date.
- The answer is stored in a field in the SD_REQUEST table. To specify the target of the answer, click
 . In the Target typed result field, select EXPECTED_START_DATE_UT.
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| 4 |
Type of incident |
List |
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- In the Question Editor:
- Display Item Label field: Select True
- In the Index / Description table, click
 four times to create four possible answers: Accident; Damage; Theft; Other
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| 5 |
If 'Other', please specify |
Memo |
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- The question is displayed only when the answer to question 4, Type of incident is Other.
- The question will automatically be displayed alone in the row.
- In the Value field of the Question Editor, enter a message for users: If 'Other' selected in previous question, please specify the nature of the incident.
- To define this as a conditionally displayed question, click
 to create a condition and specify the following rule:- Question = Type of incident
- Condition = Operator Equal to, value Other
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| 6 |
Is product/service under warranty? |
Radio button |
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- In the Index / Description table of the Question Editor, click twice to create two possible answers: Yes; No.
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| 7 |
Estimate of incurred loss (fill in '0' if no loss incurred) |
Decimal |
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- in the Question Editor, enter 0 in the Default Value field.
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| 8 |
Contact name and phone |
Text |
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- Non-mandatory free text field.
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| 9 |
Are there any reservations to the claim? |
Checkbox |
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- No checkbox is selected by default.
- In the Question Editor, select False in the Value field.
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| 10 |
Contract reference |
Integer |
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| 11 |
Select warranties |
Grid |
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- Users must select one or more answers.
- The table displaying the choice of answers will automatically occupy the entire row.
- In the Question Editor:
- Display Item Label field: Select True
- In the Index / Description table, click four times to create four possible answers: A; B; C; D
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| 12 |
Appointment with expert made on |
Date |
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- Once the date is specified, a control is run to check that the appointment date falls within 15 days following the current date.
- Mandatory field.
- To check the validity of the date, create a constraint based on a comparison with the @now dynamic value:
- The @now value was used in question 4 and, as such, it is already associated with the questionnaire.
- Click and create the following rule:
- Option field: Select Difference between two dates (with Dynamic Value)
- Condition/Value field: Select Appointment with expert made on; @now; <= ; 15 days
- Enter the mandatory error message that will be displayed if the constraint is not met: The appointment date must be within 15 days from today.
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| 13 |
Signature |
Signature |
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- Field where users can insert their signature.
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| 14 |
Estimated duration of repairs in hour(s):minute(s) |
Duration |
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- The question is displayed only when the answer to question 4, Type of incident is Accident or Damage.
- To define this as a conditionally displayed question, click to create a condition and specify the following rules:
- Rule 1:
- Question = Type of incident
- Condition = Operator Equal to; value Accident
- Rule 2:
- Question = Type of incident
- Condition = Operator Equal to; value Damage
- Each of the rules triggers the conditional display. You should therefore link them using the separator OR.
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| 15 |
Attachments |
File Upload |
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- Upload button used to attach documents automatically to the request that users can view in the Attachments tab of the request.
- Only .pdf, .docx and .doc files are authorized.
- The maximum file size is 10 MB per file.
- To check the file type and file size when uploading, click to create a constraint and specify the following rules:
- Rule 1:
- Option field: Select Allowed file types (separated by commas)
- Condition/Value field: Enter pdf, doc, docx
- Rule 2:
- Option field: Select Max File Size (Shorthand notation 1K, 1M)
- Condition/Value field: Enter 10M
- Both rules must be complied with. You should therefore link them using the separator AND.
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| 16 |
Specify authorizer |
SQL List |
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- In the Question Editor:
- Enter the SQL query that will return the list of employees.
- Default Value: Select Look Up SQL to specify by default the approval manager of the recipient.
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| 17 |
Satisfaction survey |
Table Header |
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- In the Question Editor:
- In the Description table, click four times to create four possible answers: Very good; Good; Average; Poor
- These labels will be displayed in the satisfaction survey header.
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| 18 |
Effectiveness of our agent |
Radio button |
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- In the Question Editor:
- In the Index / Description table, click four times to create four radio buttons as possible answers to the Effectiveness of our agent question: Very good; Good; Average; Poor
- Display Item Label field: Select False to indicate that the answer will only display radio buttons o, without their labels.
- Each radio button o is placed under the corresponding satisfaction survey header label.
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| 19 |
Responsiveness of our agent |
Radio button |
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- In the Question Editor:
- In the Index / Description table, click four times to create four radio buttons as possible answers to the Responsiveness of our agent question: Very good; Good; Average; Poor
- Display Item Label field: Select False to indicate that the answer will only display radio buttons o, without their labels.
- Each radio button o is placed under the corresponding satisfaction survey header label.
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Incident Claim 
See List of questions.
to open the Question Editor.
EasyVista Resources folder