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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

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

image-20240716-123104.pngImage Removedimage-20240924-121757.pngImage Added

  • 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

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

Scorecard Questions with their Answer fieldsand the Object Location:

Question Type

Answer Field

Object

Note

Text

Text Answer

  • TSPC__TextAnswer__c

CP: Deal Question Answer

Rich Text

Rich Text Answer

  • TSPC__RichTextAnswer__c

CP: Deal Question

Scoring

Score

  • TSPC__Score__c

CP: Deal Question

Yes/No

Answer

  • TSPC__Answer__c

CP: Deal Question

Can have additional Text answer

Yes/No with Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

CP: Deal Question Answer

Can be Single Select or Multi Select

Answers

Template Answer: Answer Preview

  • TSPC__TemplateAnswer__c

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

  • TSPC__Contact__c

CP: Deal Question Answer

Lookup Field

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