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:

  1. Open the document and select Edit ().

  2. Select the procedure or subprocedure.

  3. Select More actions () | Settings, then select the Override the checklist settings check box.

  4. Select +Response.

  5. Enter the placeholder text.

    This is the default text that appears in the response field before the user enters or selects a response.

  6. 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.

  7. 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
    • Email
    • Job title
    • Description
    • Home phone
    • Work phone
    • Mobile phone

  8. Once you're done, select Save.