Lookup question type

The addition of the Lookup question type parallels with ExAM’s goal to constantly improve and provide our customers and your end users the best experience. The Lookup question type allows for the assessment administrator to build filter criteria which will determine the answer options that are available for that particular question. The filter criteria that are built out allows the survey administrator to pre-determine which assessable object the lookup field relates to and further determine what records will be available for lookup. The end user will interact with a single line text box below the question text. This text box will allow the end user to type freely and upon the user’s input, it will provide an autocomplete drop-down picklist where the answer will be displayed based on their input and the lookup filter criteria. This feature is especially useful when the assessment administrator needs to provide a large group of answer options to a question without creating a cumbersome user experience.

Lookup Question Implementation

The lookup question type can prove to be a useful feature when building out assessments. It allows for a versatile answer option set with an intuitive user interface. Due to the increased complexity, it is important to remember that this question type requires several extra steps to use. In order to use the lookup question, first, you must create a lookup filter. This filter will allow you to choose an assessable object and assign filter criteria that will determine what records will be available as answer options when using this lookup filter template. Once you have configured the assessable object and the associated filter criteria you will save the lookup filter template. On the assessment template, you are now able to add a lookup question and provide it with the usual information to create a question. The additional step here that is different from the other question types you are accustomed to is you must define the Lookup Filter Template on the question template. This will be how the question determines what records will be available in the lookup field. Now that you understand what goes into implementing the lookup question, we will walk through the actual steps to do so.

Lookup Filter Creation

Navigate to the ExAM Command Console tab.

Scroll down until to the Lookup Filter Configuration Section.

Indicate that you are creating a new filter by choosing New from the dropdown picklist next to the question “Do you want to create a new filter or use an existing one?”

Next, you will select the assessable object that the lookup filter will relate to from the drop-down pick list.

You will provide the Name of the filter template in the field “Name of the filter”. Make sure you name it something clear and concise so you are able to identify what template should be used for what question.

You are able to specify what records are available by providing a combination of information in the filter criteria fields.

You can add additional filter criteria to create more complex filters by clicking the Blue Plus Sign.

Once you have built out the filter criteria to your standards you click Save to create the filter template and make it available for use.


How to add the Lookup Question Type to an assessment template

Navigate to the Assessment Template tab.

Select the assessment template that you want to add the Lookup Question too. Once you have done that you will want to navigate to the section template that you are planning to add the question to and click it.

Next, you will click New Question Template.

You are now one the Question Template editing page. You will fill out all the respective information just as you would for any other question. The only difference here is you will want to select Lookup as the question type along with providing the template with a Lookup Filter Template.

The key difference when creating Lookup type question is to provide the question template with a value for the Lookup Filter Template field. This field is how the question knows what information to fetch and provide as answer options. If you do not see this field on your question template page layout you may need to add it or contact your administrator.

Now that you have all the information inputted for your question you will click Save and the question will be added to the assessment template.