How to Add and Configure Step Questions

Adding a New Question

1. Select a Step: In the workflow editor, click on the specific step where you want to gather information (e.g., “Qualify”).
2. Locate the Questions Panel: In the center column labeled Step questions, you will see any existing questions for that stage.
3. Initiate Addition: Click the Add question button to begin.

Selecting a Question Type

When adding a question, you must first select the format that best suits your data needs from the dropdown menu.

Available types include:

• Rating: For scored evaluations (e.g., 1-10 scales).
• Text field: For written feedback or descriptions.
• Attachment: To allow file uploads.
• Single-select: For choosing one option from a list.
• Voting: To enable simple voting mechanisms.
• Multi-select: For choosing multiple options from a list.

Configuring Question Settings

Once a type is selected, you can customize the details. The example below outlines the configuration for a Rating question, but many fields apply to all types.

1. Basic Information:
   • Question: Enter the main label for the field.
   • Help text: Provide instructions to guide the user on how to answer.
   • Required: Toggle this On if the question must be answered before the item can move to the next stage.
2. Permissions (Visibility & Access): Control who interacts with this specific question using the dropdown menus:
   • Visible to: Determines who can see the question and its answers (e.g., Collection Managers, Admins).
   • Answered by: Determines who is allowed to provide input (e.g., limiting scoring to a specific Panel or Collection Managers).
3. Advanced Parameters (Rating Specific): For rating questions, you can break the score down into specific criteria:
   • Define Parameters: Add specific metrics like Feasibility, Desirability, or Viability.
   • Set Scale: Define the Min and Max values for the scoring range (e.g., 1 to 10).
   • Manage: Use the trash bin icon to remove parameters or the Add parameter button to create new ones.