INSZoom:-Selecting 'Relation' Options for Questionnaires
- INSZoom:-Status Docs
- Status Docs are used to keep track of additional document expirations. Here's how you can set them up in the Knowledge Base.
This article will guide you on how to customize the relation options within a questionnaire.
Selecting 'Relation' Options for Questionnaires
Follow the below steps to select the Relation options for questionnaires:
- Navigate to 'Setup' (Left Menu) and click 'Knowledge Base'.
- Select 'Questionnaire Templates' in the left menu.
- Select the questionnaire you need to modify and then click 'Subsections'.
- Click 'Fields' and find the 'Choose Relation' option.
- Select all the relation types that you want to include in the questionnaire drop-down. Make sure to save your changes.