Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Sample Report that displays Scorecard Questions with Answers (Questions and Answers)

...

Info

NOTES:

  • In Question Types with additional Text fields, 2 fields are needed to display the entirety of the answer.

  • Some information in the Report image is 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

...

Question Type

Answer Field

Object

Note

Text

Text Answer

  • TSPC__TextAnswer__c

CP: Deal Question AnswersAnswer

Rich Text

Rich Text Answer

  • TSPC__RichTextAnswer__c

CP: Deal QuestionsQuestion

Scoring

Score

  • TSPC__Score__c

CP: Deal QuestionsQuestion

Yes/No

Answer

  • TSPC__Answer__c

CP: Deal QuestionsQuestion

Can have additional Text answer

Yes/No with Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question AnswersAnswer

Can be Single Select or Multi Select

Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question AnswersAnswer

Can be Single Select or Multi Select

Field

Select the Picklist from your Org

Location of your Picklist - possibly on Opportunity

Can have additional Text answer

Contact Tracking

Contact

  • TSPC__Contact__c

CP: Deal Question AnswersAnswer

Lookup Field

Opportunities with Scorecard Questions and Tasks (Actions)

...