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Click on (Click to relate another object)
Select ClosePlan > Each “A” record must have at least one related “B” records
Select Scorecard Questions > Each “B” record must have at least one related “C” records
Select Answers > “C” records may or may not have related “D” records
Save
Info |
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Note: Scorecard Answers are found in unique fields |
Add Fields
These fields need to be added to this report type via lookup.
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Select Sort Order and Total Score % fields > Ok
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Drag Click OK to add the fields to the List.
You may need to drag the ‘Total Score %' and “Sort Order’ Fields to the CP: Deal Question Answers section
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Rename the Fields: Category Sort Order and Category Score %
Double click Sort Order > rename to Category Sort Order > OK
Double Click Total Score % > rename to Category Score % > OK
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From View select Opportunity Fields > click Add fields related via lookup
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Open Contact Category
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Select Title > OkOK
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Drag the ‘Title’ Field to the CP: Deal Question Answers section
Optional:
Double Click on the Title Tile > Change the Display as from CP: Deal Question Answers: Contact: Title to Contact Title
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Click Ok to save each Field Name change
Click Save to save the Layout
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Each Question Type has a different Field that will display the related answer.
Question Types:
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Sample Report that displays
Scorecard Questions QuestionType with the Field that contains their Answers (Questions and Answers)
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Info |
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NOTES:
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Scorecard Questions with their Answer fieldsand the Object Location:
Question Type | Answer Field | Object | Note |
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Text | Text Answer
| CP: Deal Question Answer | |
Rich Text | Rich Text Answer
| CP: Deal Question | |
Scoring | Score
| CP: Deal Question | |
Yes/No | Answer
| CP: Deal Question | Can have additional Text answer |
Yes/No with Answers | Template Answer: Answer Preview
| CP: Deal Question Answer | Can be Single Select or Multi Select |
Answers | Template Answer: Answer Preview
| CP: Deal Question Answer | 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
| CP: Deal Question Answer | Lookup Field |
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