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Questionnaire Answer

Behavioural Workflow

Status

Several Statuses were defined for the Questionnaire Answer, which can be found in the table QuestionnaireAnswerStatus.

  • Created: Initial Status.
  • Enabled: when a previously disabled answer becomes enabled.
  • Answered: when a user saves it's answer.
  • Submitted: when a user submits it's answers.
  • Disabled: when an answer is considered disabled.

Integration in QuotationReceiverDoc

Screen Field Setup

It is possible to configure the Questionnaire Answer visibility (omit, read-only) at specific phases/modes in the process. It is not possible to define if it is required since this information is inherited from the configurer, when at least one question is selected as required.

This setup can be done using the Table QuotationSFP.

When configuring a screen, this setup applies to the Item field questionnaireAnswerId from questionnaireAnswerInfo. However, currently, the answer is accessed alongside the details using Item field detail with it's custom renderer QuotationItemDetailRenderer.

Integration Status

Whenever a user changes and saves an Answer it assumes a Draft state. The Draft state assumes a Final state only after an answer order (Send Quotation) is executed from the Integration Document. However, if the order is not given, all Drafts will be discarded and Revert to the previously valid state in the following conditions:

  • The time runs out for the answer deadline.
  • An order to withdraw is activated from the Buyer.
  • The Buyer performs a Short-list/New Round/Round Reset.
  • The Buyer advances to another phase in the SourcingFlow.

Regarding history consultation, only Final versions will be displayed and should be coherent with the Integration Document version.

Answer Notification

It's possible to assume five answer states represented by a notification dot with the following colors:

  • None: no Questionnaire is available for the item, or it's omitted.
  • Grey: there is a Questionnaire available, which is not required to answer for any of the following reasons:
    • No question was marked required and the Questionnaire is empty.
    • The quotation is in a read-only state.
    • The item is rejected or canceled.
    • It's an Edit First Offer.
  • Blue: all required questions are answered, or if there are no required questions at least one question has been answered, but some questions remain unanswered.
  • Green: all questions are answered.
  • Red: required questions are missing. This state will not allow the user to Send Quotation.

History and Edit First Offer pages only support the first two notification states representing the absence or presence of a Questionnaire.

Answer Reset

The following conditions will result in an answer reset:

  • Performing a SourcingFlow round reset.
  • Any change to the Questionnaire between rounds, this includes changing the Item name, since it is used for the title. Changing other Item parameters will not result in reset.

Canceled/Rejected Item

Canceling or rejecting an Item will result in the following behaviour:

  • Required Questionnaires (at least one required question) don't need to be answered to Send Quotation.
  • Answer will be shown in read-only mode according to the chapter Integration Status.
  • Answer title will specify that the item is Canceled/Rejected.
  • Regarding history consultation, a blank Questionnaire will be shown, since it's assumed no answer was submitted.

Negotiation Phase

Entering the Negotiation Phase will show the answers sent from the last First Offer, similarly to what happens to the QuotationReceiverDoc.

Example

The following is an usage example of the Questionnaire Answer integrated in QuotationReceiverDoc: