Add a response type to a procedure
You can modify the options for the default response type or remove it and add a different one.
To add a response in a procedure:
-
Open the document and select Edit (
).
-
Select the procedure or subprocedure.
-
Select More actions (
) | Settings, then select the Override the checklist settings check box.
-
Select +Response.
-
Enter the placeholder text.
This is the default text that appears in the response field before the user enters or selects a response.
-
Select a response type.
The following types are available:
Response type
Description
Manual
An input text field where users can enter a custom response.
Picklist
A drop-down list where users can select one response from a list of responses. You can customize the list of responses to meet your needs. The default responses are Yes, No, and Not applicable.
Multi-Picklist
A drop-down box where users can select multiple responses from a list of responses. The default responses include Yes, No, and Not applicable.
Date
A date picker field with an inline calendar icon where users can select a date.
Entity Information
A field that displays information about the client entity. Entity information is linked directly to the client's profile on CasewareCloud.
Contact Information
A field that displays information about one of the client contacts. Contact information is linked directly to the client's user profile on CasewareCloud.
-
Specify the response options for the following response types:
Response type
Options
Picklist and Multi-Picklist
Select the Edit icon (
) to modify the response options for lists. The following settings are available:
Edit the existing options in the text fields or select Delete (
) to remove the response from the list.
Select + Option to add a new option to the list.
Select Other to add a text input field where users can enter a text response within the drop-down list.
Select Display inline to display the responses next to each other in the procedure rather than in a drop-down list.
You can use the arrow up (
) and arrow down (
) to rearrange the order of appearance of the response options.
Once you're done, select the Checkmark (
) to save your changes.
Note that you can also set visibility logic for picklist response options.
Note: You can use the responses you've added to this procedure in other procedures in the checklist document.
Entity Information
Link one or more of the following fields to your procedure:
- Legal name
- Operating name
- Year end date
- Year start date
- Current year
- Prior year
- Address
- Website
- Entity number
- Business number
- Organization type
- Business phone
- Business fax
- Mobile phone
- Home phone
- Industry codes
- Client since
- Date of incorporation
Contact Information
Link one or more of the following fields to your procedure:
- First name
- Last name
- Initials
- Job title
- Description
- Home phone
- Work phone
- Mobile phone
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Once you're done, select Save.