Before you can create a Question Template, which can be attached to a catalog item, you first need to create questions.
To create a new question, perform the steps listed in Creating a New Question. If the question has an input type of Checkbox List, Dropdown List, or Radio Button List, you will also need to provide the list of answers, as described in Creating a Question Containing a Selection List.
Creating a New Question
To create a new question, perform the following steps.
To create a new question:
1.
Open the Admin tab.
2.
Under Site Management, select Questions > Question Manager. The Question Manager View opens.
3.
Click Add Question. The Question Properties dialog box opens.
4.
In the Question Title field, enter text to identify this question in App Portal.
5.
In the Question to be asked text box, enter the question that will be displayed to the end user, such as:
What is the business purpose for obtaining this application?
6.
In the Question details text box, enter some descriptive text about the question. This information, when present, is displayed as a pop-up dialog when the control is focused or the mouse hovers over it.
7.
If you want to write the response to this question to a computer variable of the targeted and/or source machine, perform the following steps:
a.
If you want the response to the question to be written to the computer variable of the targeted and/or source machine, enter the response in the Apply response to computer variable field.
b.
From the Apply variable to list, select Source, Target, or Source and Target to apply the variable to the respective computer objects when being used as part of an OSD Task Sequence Catalog Item.
c.
From the Apply to build type list, choose Bare Metal, In-Place Migration, Side-by-Side Migration, or Not Specified to apply the variable to the respective scenario when being used as part of an OSD Task Sequence Catalog Item.
d.
When a variable value is applied to a computer object, the value of the variable can be masked, just like when you type in a password. To mask the variable, select the Mask Variable option. There are cases where you would not want the response to the question to be visible in the user interface, such as when it is a password.
8.
Under Target, select one of the following options:
•
Requestor
•
Approver
•
Either
9.
If you want to specify that the question is not optional, select the Required check box
10.
Under Focus, select one of the following options:
•
Request Specific—Select this option to indicate that the question is related to the entire request (such as asking for the end user’s cost center). When this option is selected, the question will only be asked once per request, and the question will be displayed at the top of the Respond to Questionnaire panel of the checkout procedure.
Note:Even if more than one catalog item in the cart has an associated question template that contains the same Request-Specific question, the question is not repeated. It is only asked once per request.
•
Item Specific—Select this option to indicate that the question is related to an individual catalog item. When this option is selected, the question will be displayed on the lower portion of the Respond to Questionnaire panel. in the table next to the catalog item.
11.
Under Question Format, select one of the following options:
•
Single Line—Input will allow for a single line of data.
•
Multiline / Rich Text Box—Input will allow for multiple lines of text.
•
Checkbox List / Dropdown List / Radio Button List—Input will allow for multiple selections. If you select one of these options, you will also need to open the Answer tab of the Question Properties dialog box and enter the possible answers for this multiple selection question, as described in Creating a Question Containing a Selection List.
•
Date / Time / Date and time—Input will allow for a date / time entry.
12.
Click Save and close the Question Properties dialog box. The new question is now listed on the Question Manager View.
Creating a Question Containing a Selection List
To create a question that has an input type of Checkbox List, Dropdown List, or Radio Button List, perform the following steps:
To add a question that contains a selection list:
1.
Create a new question, as described in Steps 1 through 9 in Creating a New Question. For example, to ask the user to select their department from a list, enter the following:
Field
Entry
Question Title
Department
Question to be asked
What is your department?
Question details
Select your department from the list.
2.
Under Focus, select Request Specific.
3.
Under Question Format, select Checkbox List, Dropdown List, or Radio Button List.
4.
Click Save. You are notified that the question was created successfully, and, because you selected Checkbox List, Dropdown List, or Radio Button List as the question format, the Answers tab is enabled, where you need to enter the values for the list.
5.
Open the Answers tab.
6.
Click Add new record. Additional entry fields are displayed.
7.
In the Answer Text field, enter the value that will be displayed in the drop down list, such as Engineering.
8.
In the Answer Value field, enter the value that will be recorded for this selection, such as ENG.
9.
Click Insert. The answer is displayed in the list.
10.
Repeat the above steps to enter all additional answers, such as: Marketing (MKTG), Accounting (ACCT), and Administration (ADMIN).
11.
Click Save and close the Question Properties dialog box. The new question is now listed on the Question Manager View.
