addQuestionnaire

Description
This transaction creates a new questionnaire.
Web Services
Operation name: addQuestionnaire
Service name: DWLBusinessServices
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:
Response objects
QuestionnaireBObj with optional business objects:
Special note
Not applicable