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Manage Questions

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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.

You can create questions to elicit responses from vendors who register for the Vendor Management solution. With the Questions feature in the Vendor Management (VM) Settings site, you can perform the following:

View questions in VM Settings site

From the Vendor Management Settings site, click Questions in the navigation pane to view the questions.

When you click Questions, a list of existing questions, their response type, their response options, and a timestamp showing when each question was last modified displays. You can also create a new question from this view.

Manage questions in VM Settings site

In the Vendor Management (VM) Settings site, you can filter the list of questions by question type using the dropdown list. You can also search the list for a specific question. Click CREATE when you want to create a new question and click IMPORT to add multiple questions at once from a XSLX file. Click Blue Trash icon to delete a question.

The Questions page showing a list of existing questions with columns for question text, response type, response options, and last modified date.

Question types

There are five types of questions in Vendor Management:

  1. Date: Users can select a date to answer a question.

  2. Dropdown: Users can select multiple answers.

    • Note: You can configure the maximum number of answers that can be selected.

    A dropdown question type example showing multiple selectable answer options for vendors.

  3. Integer: Users can provide a numerical value to a question.

  4. Radio Button: Users can only select one answer.

    A radio button question type example showing single-select answer options for vendors.

  5. Text: Users can provide a detailed answer.

Create a new question

You can define a question, its type, and its response options.

To create a new question:

  1. From the Questions page, click CREATE.

    The Questions page with the CREATE button highlighted to start creating a new question.

  2. Enter the Question and select a question Response Type.

    • Note: See Question types for information on the different question types.

    The Create Question form with fields for Question text and Response Type selection.

  3. In Response Options, add your responses.

    • Click Add Option to add another response option. You can delete a response option by selecting Red X icon.
  4. For dropdown question types, enter the maximum number of options a user can select in Maximum Selections.
  5. Click CREATE.
  6. Click GO TO LISTING to see the list of questions.

Import multiple questions

You can import a XLSX file containing multiple questions instead of adding those manually.

To import multiple questions:

  1. From the Questions page, click IMPORT.

    The Questions page with the IMPORT button highlighted to import multiple questions from a file.

  2. From the Import Questions page, click Download Sample Template to download the sample template for importing multiple questions.

    The Import Questions page with the Download Sample Template link to get the XLSX template for bulk question import.

  3. Update the downloaded template file with all the questions, response types, and response options in Question, Type, and Response columns respectively.

    • Note: Make sure to retain the column headers as is when updating the downloaded template file.

    The sample XLSX template file with Question, Type, and Response columns filled in with example data.

  4. Save the updated template file containing the questions.

  5. From the Import Questions page, click UPLOAD and select the updated template file.

    • A preview of the data appears when there are no errors in the uploaded file.

    A preview of the uploaded question data showing the parsed questions, types, and responses before import.

  6. Click NEXT.

  7. From the Review Data page, verify the questions displayed and make any changes, if required.

    The Review Data page displaying the imported questions for verification before finalizing the import.

  8. Click IMPORT.

    • A confirmation message displays when the import is successful.
  9. Click GO TO LISTING to see the list of questions.

Update an existing question

You can update any details of a question. Any questionnaire that contains the updated question displays the latest version of the question.

To update an existing question:

  1. From the Questions page, click the question you want to update.

    The Questions page with a question selected for editing, showing the question text and response options.

  2. Enter new text in Question to update the question text or select a different question using Response Type.

    • Note: See Question types for information on the different question types.

  3. In Response Options, update the desired response options.

    • Click Add Option to add another response option.
    • Click the X icon to delete a response option.
  4. For dropdown question types, update the maximum number of options a user can select in Maximum Selections.
  5. Click UPDATE to finalize and save your updates.
  6. Click GO TO LISTING to see the list of questions.

Delete a question

You can delete any existing questions that are not included in any of the questionnaires. To delete a question that is already used in any of the questionnaires, you must first remove that question from those questionnaires.

To delete a question:

  1. From the Questions page, click Blue Trash icon associated with a question.

  2. On the Delete Question confirmation message, click DELETE to delete the question.

    • Note: When the question is already used in any of the questionnaires, a message indicating that appears with the DELETE button disabled.

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