To add a library question to a group

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The procedure to add a library question to a group is as follows:

  1. Navigate to Quick Menu > System > Configuration > Group Library. The Group Library window is displayed.
  2. Select a question group from the alphabetical list, or type its name into the Search Groups field. By default the list is filtered to show Current question groups. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on New Question. The Question Library window is displayed.
  4. Select the desired question from the alphabetical list, ordered by category; use the refresh icon () to include newly-added questions. The attributes of the selected question - Question Text, Information Text, Help Text, Linked Object, Multiples, etc. - are displayed for identification purposes 2.
  5. Click on Confirm. The linked question is displayed in the summary list 3.
  6. Repeat steps 3 through 5 to add further questions to the group 4.
  7. Click on Save 5.


Note

1 The Search Groups field will match against any element of the question group name.

2 Only those questions associated with the same Linked Object as that of the group will be available for selection.

3 Where a system question is selected, any related questions that are inextricably linked will be automatically inserted at the same time e.g. Contact Ethnicity, Contact Ethnicity Notes and Contact Nationality; such links are governed entirely by the system.

4 Use standard 'drag and drop' functionality to reposition the linked questions into the desired order; this order will be preserved on the associated form template.

5 Where the group is already linked to one or more form templates, the end user is asked to affirm that each will be updated with the question group addition; clicking on Close will stop the action, allowing for an alternative question group to be created.


See related topics...

Question library management overview

To remove a library question from a group

To create a new group in the question library

To create a new entry in the question library