...
Click Save to save the layout.
Fields used to report on Scorecard Questions and Answers
Each Question Type has a different Field that will display the related answer.
Question Types:
...
NOTE: Basically, the Question types relate to these fields:
NOTES:
In Question Types with additional Text fields, 2 fields are needed to display the entirety of the answer.
The image below will show some information unique to this sample Report. Each Organization is unique, so fields such as ‘Picklist’ relate to picklists in your Organization.
In this example the selected picklists are
Delivery Status
DB Competitor
...
Scorecard Questions with their Answer fields:
Question Type | Answer Field | Object | Note |
|---|---|---|---|
Text | Text Answer | CP: Deal Question Answers | |
Rich Text | Rich Text Answer | CP: Deal Questions | |
Scoring | Score | CP: Deal Questions | |
Yes/No | Answer | CP: Deal Questions | Can have additional Text answer |
Yes/No with Answers | Template Answer: Answer Preview | CP: Deal Question Answers | Can be Single Select or Multi Select |
Answers | Template Answer: Answer Preview | CP: Deal Question Answers | |
Field | Select the Picklist from your Org | Location of your Picklist - possibly on Opportunity | Can have additional Text answer |
Contact Tracking | Contact | CP: Deal Question Answers | Lookup Field |
Opportunities with Scorecard Questions and Tasks (Actions)
...