How to Manage the Request Object
Admins can use this article to manage the access and setup of Questionnaire records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View questionnaire records
- Litify Power User: Can Create, Edit, View, and Delete questionnaire records
Page Layouts
Intakes: Intake Layout v6
Questionnaires are available on intakes as a Tab. This tab allows users to select and process different questionnaires.
Questionnaire: Questionnaire Layout
Questionnaires have their own page layout. This layout is for Admins and power users to build questionnaires used by intake agents.
All Fields
| Field Label | Field Name | Data Type | Description |
| Active Questionnaire | litify_pm__Is_Active__c | Checkbox | this checkbox in Questionnaire Builder allows you to set this questionnaire as the default questionnaire |
| Available Questionnaire | litify_pm__Is_Available_On_Intake__c | Checkbox | this checkbox in Questionnaire Builder allows you to add this questionnaire to intakes and matters on the questionnaire component |
| is default | litify_pm__is_default__c | Checkbox | this is the default questionnaire |
| Questions | litify_pm__questions__c | Long Text Area(131072) | questions on the questionnaire |
| SObject Modifications | litify_pm__SObject_Modifications__c | Long Text Area(131072) |