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. An Admin can configure which fields are required or optional in 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:
- Click the Add Section button in the left navigation pane.
- In the Create Section window, select Question Section or Introduction Section from the Section Design Type drop-down.
- Optional: If you select Question Section, enter a Name for the section.
- Optional: If you select Introduction Section, enter a Name and Header for the section.
- 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
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 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.
Limitations
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
The following permissions control your ability to manage sections and questions, including reference documents and dependent 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
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.