Creating questions

Use this procedure to create a list of questions to show on the Questions tab of the Billing and Receivables Portal.

To add questions to a customer group, the Use Billing Receivables Portal check box must be selected for the customer group.

  1. Select Customer Group.
  2. Open a customer group.
  3. On the Portal Questions tab, click Create.
  4. Specify this information:
    Question Text
    Specify a question for the customer representative.
    Response Type
    Select the format in which answers are required. If you select List, you must provide the answers on the List Answers tab. You must click Save before you can create answers on the List Answers tab.
    Allow Attachment Upload With Answer
    Select this check box if answers to questions can be uploaded by the user.
    Response Rules
    Select a response rule. The response rules available are based on the Response Type.

    This table shows the response type and rule relationship:

    Response type Response rules
    Text

    Number

    Date

    List
    • Not Required
    • Response Required
    • Response Required And Attachment Required
    Yes No
    • Not Required
    • Response Required
    • Response Required And Attachment Required
    • Response Required And Attachment Required If Yes
    • Response Required And Attachment Required If No
    Yes No Text
    • Not Required
    • Response Required And Text Response Required
    • Response Required And Text Or Attachment Required
    • Response Required And Text Or Attachment Required If Yes
    • Response Required And Text Or Attachment Required If No
    • Response Required And Text And Attachment Required
    • Response Required And Text And Attachment Required If Yes
    • Response Required And Text And Attachment Required If No
    Attachment
    Optionally, add an attachment for the customer representative.
  5. Click Save.
  6. Optionally, set the order of the questions on the Portal Questions tab.