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Manage Questionnaires

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This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Through the Vendor Management (VM) Settings site, you can view, add, and edit questionnaires and questions associated with each questionnaire. With the Questionnaire feature in the VM Settings site, you can perform the following:

View questionnaires in VM Settings site

On the Vendor Management (VM) Settings site, a grid lists all of the information that is pertinent to questionnaires. You can use this information to determine which questionnaires already exist and when their last update occurred.

From the Vendor Management Settings site, click Questionnaire in the navigation pane to view the Questionnaires page.

When you click Questionnaire, a list of existing questionnaires, their description, created date, and a timestamp showing when each questionnaire was last modified displays. You can also create a new questionnaire from this view.

The Questionnaires page showing a list of existing questionnaires with columns for name, description, created date, and last modified date.

Manage questionnaires in VM Settings site

The Questionnaires page in the Vendor Management (VM) Settings workspace displays a list of existing questionnaires alongside available management actions.

From the Questionnaires page, you can create a new questionnaire, delete a questionnaire, clone a questionnaire, and set a questionnaire as the default to automatically display for vendors during registration. You can also edit a questionnaire by clicking its name in the list.

Create a new questionnaire

You can create a questionnaire containing more than one section with several questions in each section and define the conditional logic to display those questions to vendors during registration.

To create a new questionnaire in Vendor Management Settings site:

  1. From the Questionnaire page, click CREATE.

    The Questionnaires page with the CREATE button highlighted to start creating a new questionnaire.

  2. Enter a Questionnaire Name and Description.

    The Create Questionnaire form with fields for Questionnaire Name and Description.

  3. Enter the Section Name.
  4. Under Choose Question, use the Search field to look for a specific question in the grid.

  5. After identifying the question you want to add, click the question to select it.

    The Section Name field and Choose Question search grid for selecting questions to add to the questionnaire section.

    • Note: For the first question in the section, the Always Visible option in Visible on Conditions is automatically set and cannot be changed.

  6. After selecting the desired question, click ADD to include it in the section.

    A selected question ready to be added to the section, with the ADD button to confirm the selection.

  7. To add another question in the section, click Add Question and repeat steps 4-6.
  8. Continue with Set question conditions.

Set question conditions

After adding a question, you can set question attributes like the conditions, visibility, and order for each question. In addition, you can add another section to the questionnaire. Finally, you can preview questions and publish the questionnaire.

To set a condition for a question:

  1. To display the question based on the response to a previous question:

    1. Select the Visible on Conditions option.
    2. Select a Question.
    3. Select an Operator.
    4. Select a Response.

  2. To add another condition:

    1. Click Add Condition.
    2. In Configure Conditional Logic section, select the OR or AND option.

    3. Repeat steps 1b-1d.

      • Note: Select OR when only one of the conditions must be true. Select AND when all conditions must be true.

    The Visible on Conditions configuration showing Question, Operator, and Response fields with an Add Condition option and OR/AND logic.

  3. To rearrange the question order:

    1. Click the up arrow associated with the questions you want to move up the list.
    2. Click the down arrow associated with the questions you want to move down the list.

    The question list in a section with up and down arrow buttons to rearrange the question order.

    • Note: When you move a question, its conditional logic is removed. Ensure the conditional logic are set as necessary after you move questions.

  4. To add another section in the questionnaire:

    1. Click Add New Section.
    2. Repeat the steps 3-7 in Create a new questionnaire.
    3. Repeat the steps 1-3 in this section.
  5. Click PREVIEW to see how the questionnaire displays to vendors.
  6. Click BACK TO EDIT to return to Create Questionnaire.
  7. Click CREATE to create the questionnaire.
  8. Click GO TO LISTING to see the list of questionnaires.

Update an existing questionnaire

With the Vendor Management (VM) Settings site, you can easily update questionnaires. Refer to the following sections:

Update questionnaire and section names

To update the Vendor Management questionnaire and section names:

  1. From the Questionnaire page, click the questionnaire you want to edit.
  2. Update the Questionnaire Name and Description.

  3. Update the Section Name in each section.

    The Edit Questionnaire form showing editable fields for Questionnaire Name, Description, and Section Name.

  4. Click UPDATE to update the questionnaire.
  5. Click GO TO LISTING to see the list of questionnaires.

Add questions and conditions

You can add questions and conditions to each questionnaire section.

To add a question in the section:

  1. From the Questionnaire page, click the questionnaire you want to edit.

  2. In a section, click Add Question.

    A questionnaire section with the Add Question button to include additional questions.

  3. Use the Search field to look for a specific question in the grid.

  4. After identifying the question you want to add, click the question to select it.

  5. To display the question based on the response to a previous question:

    1. Select the Visible on Conditions option.
    2. Select a Question.
    3. Select an Operator.

    4. Select a Response.

      The Visible on Conditions configuration for a question in the Edit Questionnaire view, with fields for Question, Operator, and Response.

  6. To add another condition:

    1. Click Add Condition.
    2. In the Configure Conditional Logic section, select the OR or AND option.

    3. Repeat the steps 5b-5d.

      • Note: Select OR when only one of the conditions must be true. Select AND when all conditions must be true.
  7. Click ADD to add the new question to the section.

  8. To reorder the questions in a section:

    1. Click the up arrow associated with the question you want to move up the list.

    2. Click the down arrow associated with the question you want to move down the list.

      The question list in the Edit Questionnaire view with up and down arrow buttons to reorder questions within a section.

      • Note: When you move a question, its conditional logic is removed. Make sure the conditional logic are set as necessary after you move questions.
  9. Click UPDATE to update the questionnaire.
  10. Click GO TO LISTING to see the list of questionnaires.

Delete questions

You can delete unwanted questions from the Vendor Management questionnaire. If the question is used in conditional logic in other questions, then those configurations are removed when you delete the question.

To delete the questions in the section:

  1. From the Questionnaire page, click the questionnaire you want to edit.

  2. Click Red Trash icon associated with the questions.

    A questionnaire section showing the red trash icon next to each question for deletion.

    • Note: If there is only one question in a section, that question cannot be deleted. You have to remove that section instead.
  3. Click UPDATE to update the questionnaire.
  4. Click GO TO LISTING to see the list of questionnaires.

Remove condition

You can remove a conditional logic for a question in the questionnaire.

To remove a condition for a question:

  1. From the Questionnaire page, click the questionnaire you want to edit.
  2. Click Edit in the question.
  3. Click the delete x icon associated with the condition you want to remove.
  4. Click UPDATE to update the questionnaire.
  5. Click GO TO LISTING to see the list of questionnaires.

Add new section

You can add a section with questions to the questionnaire.

To add a new section in the questionnaire:

  1. From the Questionnaire page, click the questionnaire you want to edit.

  2. Click Add New Section.

    The Edit Questionnaire view with the Add New Section button to add another section to the questionnaire.

  3. Enter the Section Name.
  4. Add the required questions in the section. See Add questions to add a question.
  5. Click PREVIEW to see how the updated questionnaire displays to vendors.
  6. Click BACK TO EDIT to return to Edit Questionnaire.
  7. Click UPDATE to update the questionnaire.
  8. Click GO TO LISTING to see the list of questionnaires.

All future vendor registrations display the latest version of the questionnaire. Questionnaires that have already been completed are not be affected.

Delete section

You can delete an unwanted section in the questionnaire. When a section is deleted, all the questions and conditional logic within it are removed.

To delete a section from the questionnaire:

  1. From the Questionnaire page, click the questionnaire you want to edit.

  2. Click Red Trash icon next to the section.

    A questionnaire section showing the red trash icon next to the section name for deleting the entire section.

    • Note: A questionnaire requires a minimum of one section.
  3. On the confirmation message, click DELETE.
  4. Click UPDATE to update the questionnaire.

Clone a questionnaire

You can clone an existing questionnaire when you want to reuse it with some modifications instead of creating a new questionnaire.

To clone a questionnaire:

  1. From the Questionnaire page, click Vertical Ellipsis icon associated with the questionnaire you want to clone.

  2. Click Clone Questionnaire.

    The vertical ellipsis menu for a questionnaire showing the Clone Questionnaire option.

  3. From the Clone Questionnaire page, update the Questionnaire Name and Description as needed.
  4. Update the existing sections and questions as needed. See update an existing questionnaire for information on updating a questionnaire.
  5. Click CLONE.
  6. On the confirmation message, click GO TO LISTING.

Set a questionnaire as default

You can set a questionnaire as a default questionnaire that must display to vendors during registration. If any existing questionnaire is already set as the default, the new questionnaire replaces the existing one as the default.

To set a questionnaire as default:

  1. From the Questionnaire page, click Vertical Ellipsis icon associated with the questionnaire you want to set as default.

  2. Click Set Default.

    The vertical ellipsis menu for a questionnaire showing the Set Default option.

  3. On the Set Default Questionnaire confirmation message, click SET DEFAULT.

Remove the default questionnaire

You can remove the default questionnaire, if needed.

Note:  Make sure to set another questionnaire as the default when you remove the current default questionnaire. If there is no default questionnaire, no questionnaire is displayed to vendors during registration, even when the questionnaire toggle is enabled.

To remove the default questionnaire:

  1. From the Questionnaire page, click Vertical Ellipsis icon associated with the questionnaire you want to remove as default.

  2. Click Remove Default.

    The vertical ellipsis menu for the default questionnaire showing the Remove Default option.

  3. On the Remove Default Questionnaire confirmation message, click REMOVE DEFAULT.

Delete a questionnaire

You can delete an unwanted questionnaire.

To delete a questionnaire:

  1. From the Questionnaire page, click Vertical Ellipsis icon associated with the questionnaire you want to delete.

  2. Click Delete Questionnaire.

    The vertical ellipsis menu for a questionnaire showing the Delete Questionnaire option.

  3. On the Delete Questionnaire confirmation message, click DELETE.

    Note: If the questionnaire you want to delete is the current default questionnaire, make sure to set another questionnaire as the default.

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