addQuestionnaire
- Description
- This transaction creates a new questionnaire.
- Web Services
- Operation name: addQuestionnaire
- Example
- Create an Investment Profile questionnaire, effective February
1, 2014.
Add the question, What is your Investment Horizon? to the Investment Profile questionnaire with two possible answers: Less than five years and More than five years.
- Usage information
- The addQuestionnaire transaction can be either a fine-grained
or coarse-grained transaction. It may be used to simply create a new
questionnaire, or to create a new questionnaire including Questions
and EnumeratedAnswers.When using this transaction as a coarse-grained transaction, the following simple transactions can also apply:
There is no limit to the number of questions in a questionnaire.
The language of the questionnaire determines the language of its associated Questions and EnumeratedAnswers.
The QuestionnaireType and LanguageType are definable through code tables.
- Preconditions
- Not applicable
- Mandatory input
- LanguageType
- QuestionnaireType
- Name
- Inquiry levels
- Not applicable
- Filter values
- Not applicable
- Transaction behavior
- If the CreatedDate of the Questionnaire is not provided, or provided
incorrectly, the current system date is used by default.
After the CreatedDate has been added to the system, it cannot be changed.
Questionnaires can be created in one of two states:- Draft – if the StartDate is after the current date.
- Active – if the StartDate is before the current date, and the end date is after the current date.
You cannot use this transaction to add a new translation to an existing Questionnaire. Use the updateQuestionnaire transaction to add new translations.
- Request message
- <TCRMTxType> addQuestionnaire
<TCRMTxObject> QuestionnaireBObj
<TCRMObject> QuestionnaireBObj
with optional business objects:- one or more QuestionBObj
- one or more EnumeratedAnswerBObj
- Response objects
- QuestionnaireBObj with
optional business objects:
- one or more QuestionBObj
- one or more EnumeratedAnswerBObj
- Special note
- Not applicable