# Using the Visual Checklist Designer The Visual Checklist Designer allows you to create, edit, and delete checklist sections, questions, and answers, all from one page. This tool offers an alternative to using the Checklist Design Loader or the traditional checklist design options. It also prevents the need to manage a separate object record for each modification to the checklist, such as adding dependencies, questions, and reference documents. For each Checklist Type, you can configure which optional fields to display in the Visual Checklist Designer for each _Section_, _Question_, and _Available Answer_ section. The Visual Checklist Designer is the default view when you create and save a new Checklist Design record or select a _Checklist Design_ record from the object record list page.

Note: If you do not have the appropriate permissions, the Visual Checklist Designer displays in View mode. In this case, select the View Record Detail Page icon to return to the Checklist Design record to configure necessary fields and related records.

If the Checklist Design record is not in Draft, the Visual Checklist Designer also displays in View mode even if you have the correct permissions to access and manage checklists.

## Navigating the Visual Checklist Designer The Visual Checklist Designer contains various options for assembling a checklist specific to your needs: ### Menu Bar The top right corner of the Visual Checklist Designer contains the following options: * **Language**: Allows you to add or manage translations for the _Checklist Design_. * **Reorder Sections**: Opens a new page that allows you to manually reorder the sections of the checklist. * **View Record Detail Page**: Returns you to the _Checklist Design_ record detail page. * **Preview Design**: Opens a preview of the checklist. ### Left Navigation Pane The left navigation pane shows all sections within your checklist. Each section displays as a link that directs you to the section and its related content. Click the **Add Section** button to add _Introduction_ and _Question_ sections to the checklist.

Note: If the Checklist Design record contains no Section Design records, Vault automatically creates a Question Section Design record when the Visual Checklist Designer is launched.

### Main Area The middle of the page contains editing options for your _Question_ and _Introduction_ sections. When you first access the Visual Checklist Designer, a default _Question Section_ displays with a blank question you can edit. ## Designing Introduction & Question Sections _Introduction_ and _Question_ sections provide many options for designing your checklist. For example, you can create headers for your checklist or include a variety of question types, such as text, multiple choice, and date selection questions. You can also edit an _Introduction Section_ by clicking the section itself in the middle of the page. You can configure optional fields from the _Checklist Types_ page to display on the checklist. See below for information on designing each type of section. ### How to Create a Section To create a new section: 1. Click the **Add Section** button in the left navigation pane. 2. In the _Create Section_ window, select **Question Section** or **Introduction Section** from the **Section Design Type** drop-down. 3. If you select **Question Section**, enter a **Name** for the section. If enabled on the **Checklist Types** page, you can enter a **Description**, **Weight %**, or select **Yes** under **Randomize Questions** to randomize the order of questions in the section displayed to respondents. 4. If you select **Introduction Section**, enter a **Name** and **Header** for the section. 5. Click **Create**. ### How to Design an Introduction Section The standard field available for an _Introduction Section_ is the _Header_. The _Header_ displays at the top of the checklist at all times. Choose a header that applies to the type of checklist you're creating. An optional _Description_ field may display in the _Create Section_ dialog if configured from the Checklist Types page.

Note: You can change an Introduction Section to a Question Section and vice versa. However, if a Question Section contains questions, you cannot change it to an Introduction Section.

### How to Design a Question Section To design quiz questions in a Question Section, enter the question text and select one of the following question types: **Radio** or **Checkbox**. The _Additional Configuration_ panel displays the _Score_ checkbox, which is enabled by default. _Score_ allows you to assign a score to each available answer. If a checklist respondent selects the correct answer, the _Available Design Record_ will default to a value of 1, unless the respondent specifies a different value. Expand the **Additional Configuration** panel to display the following fields: * Correct Answer Feedback * Incorrect Answer Feedback * Randomized Answer?

Note: These fields are enabled by default for each new Question section. In addition, Checklist respondents can select up to one answer for Radio questions and up to 100 for Checkbox questions.

## Managing Checklist Translations {#managing-checklist-translations} The _Language_ drop-down offers tools to translate your checklist into another language. Each available language corresponds to a _Checklist Design Translation_ record for the _Checklist Design_. If your Vault contains no _Checklist Design Translation_ records, the base language and _Manage Languages_ are the only options available in the drop-down. Languages with a _Checklist Design Translation_ record in the _Obsolete_ state are not available for selection. _Manage Languages_ allows you to add and remove languages for the checklist. Adding a language creates a new _Checklist Design Translation_ record for the selected language. You can only add languages available in your Vault. Removing a language deletes all of its translations, including its _Checklist Design Translation_ record. You cannot remove a language in the _Obsolete_ or _Approved_ state. Once you switch to a new language, click **Translate** to add or edit the translations for the checklist name, sections, questions, and answers. You can also upload a translated Question Design Reference Document or [Reference Media][3] in the new language to reference document fields. In _Translate_ mode, the left side of the screen shows text in the original language, while the right side allows you to edit text in the new language. Only sections, questions, and answers configured to display from the Checklist Types page are available for editing. A green check mark displays next to the section title in the left navigation pane when all fields on the right side contain a saved translation value. If elements of the checklist, such as questions, answers, and sections, are already translated when you switch to a new language, the translations display on screen before you click **Translate**.

Note: You cannot add, edit, or delete sections, questions, and answers while viewing the checklist in another language. Additionally, you can only edit translations for languages with a Checklist Design Translation record in Draft state.

## Limits The Visual Checklist Designer includes the following constraints: * Custom fields and custom object types are not supported. * You cannot delete a controlling question or dependent questions and sections. You must first unlink all the dependent questions or sections. To unlink a dependency, return to the controlling question and unselect the _Dependency_ checkbox. * The _Visual Designer_ option is not available under the _Actions_ menu for aggregate checklists. * You can only configure up to three levels of dependent questions. For example, if Q1.1 is dependent on Q1, Q1.1.1 is dependent on Q1.1, and Q1.1.1.1 is dependent on Q1.1.1, that is three levels of dependency. * The _Add Dependent Section_ button is disabled after three (3) levels of dependent sections are created. This applies when creating a dependent section after a third-level dependent question. ## Related Permissions {#related-permissions} The following permissions control your ability to manage sections and questions, including reference documents and [dependent][1] questions and answers, using the Visual Checklist Designer: * **Objects: Read** on the _Checklist Design_ object and its related fields * **Objects:** **Read**, **Edit**, **Create**, and **Delete** permission on all fields and object types within the following objects: * _Section Design_ * _Question Design_ * _Available Answer Design_ * _Question Design Reference Document_ * _Dependency Design_ The **Objects: Read** and **Create** permissions on the following objects following permissions control your ability to add library questions to your checklist and save checklist questions to the library: * _Library Question_ * _Answer Library Design_ * _Library Question Reference Document_ If a user only has **Read** permission on the _Question Design Reference Document_ and _Dependency Design_ objects or any of their related fields, an error will occur if they attempt to create, edit, or delete a record from these objects. The following permissions are required on the following objects to manage translations in the Visual Checklist Designer: * _Checklist Design Translation_ * **Read**, **Create**, **Delete** * **Read** on the _Language_ field * _Checklist Field Translation_ * **Read**, **Create**, **Edit**, and **Delete** * **Read** and **Edit** on all fields in the object ### View Mode Behavior {#view-mode} If a user has no access to the following objects or any of their fields, _View_ mode is displayed and all elements in the checklist are hidden to the user: * _Section Design_ * _Question Design_ * _Available Answer Design_ * _Dependency Design_ * _Question Design Reference Document_ If a user is granted only **Read** permission to the following objects, or the _Checklist Design_ record is not in _Draft_, the Visual Checklist Designer displays in _View_ mode and the user cannot make changes to any sections, questions, or answers: * _Section Design_ * _Question Design_ * _Available Answer Design_

Note: If a user does not have permission to view the image document used in the Reference Media field, it will not display in the Checklist Design.

[0]: #related-permissions [1]: #view-mode [2]: #managing-checklist-translations [3]: #reference-media