Accessing Response Option Filters

You can configure response filters on question types in template builder.

When filtering control questions, respondents will only see controls which exist on the tenant controls library and meet the filter criteria. When filtering inventory questions, respondents will only see inventory records which are Active and meet the filter criteria.

Note:

The control question can only be accessed if there is an inventory question in the template.

To access response option filters by Control Questions

  1. On the PIA & DPIA Automation menu, select Templates.

    The Template screen appears.

  2. Select Edit draft on the template you want to use.
    The Template Builder screen appears.
    Template Builder screen showing template configuration options and controls
    Important:

    Questions can not be added or edited to an published template.

  3. Add or drag the Control question to the section of your choosing.
    Note:

    For more information on Control Question Types, see Question Types in Adding, Editing, Reordering, and Deleting Questions.

    The Question Builder modal appears.

  4. Complete the fields.
  5. Click the Save button.
  6. Select the Filter Filter icon used to access response option filters icon on either the Control question or header.

    The Response option filter pane appears.

  7. For more information see, Response Option Filters Screen Reference
  8. Complete the fields.
  9. Click the Apply button.

Response Option Filters Screen Reference



Field
Description
Selection Menu

Select the Control Question you have created.

Attribute

Select the Standard and Framework option from the selection menu.

Equal To

Select the Standard and Framework(s) that apply from the selection menu.

Control Category

Select the control category.

To access response option filters by Inventory Questions

  1. On the Template Builder, add or drag the Inventory Question to the section of your choosing.
    Note:

    For more information Inventory Questions, See Question Types.

    The Question Builder modal appears.

  2. Complete the fields.
  3. Click the Save button.
  4. Select the Filter icon on the Inventory Question to configure your filter.

    The Response Option Filter appears.

  5. For more information, see Inventory Question Response Option Filter Screen Reference
  6. Complete the fields.
  7. Click the Save button
    Important:

    The Inventory Question filter applies to manual selection within the inventory question selection menu and Primary Record fields. Filters will not impact pre-population of inventory questions.

Inventory Question Response Option Filter Screen Reference



Field
Description
Selection menu

Select the Inventory question you created.

Attribute

Select the Attribute from the selection menu.

Equal To

Select the appropriate Value from the selection menu.