Questions

Questions are the basic building blocks of form definitions. To avoid having to duplicate questions, this separate library allows you to reuse the same question in multiple form definitions.

Answer types

Various answer types are supported to ensure users can provide the necessary information in a structured way.

AnswerType	Documentation
TEXT	Textual input (single line)
TEXT_AREA	Textual input (multiple lines)
RICH_TEXT	Rich text input with formatting options (bold, italic, underline, numbers list and bullet list)
NUMBER	Numeric input
DATE	Calendar input
PHONE	Phone input
SINGLESELECT	Radio buttons: choices can be configured on the question
MULTIPLESELECT	Checkboxes: choices can be configured on the question
SINGLEDROPDOWN	Dropdown: choices can be configured on the question (use AUTOCOMPLETE when you have a lot of choice)
AUTOCOMPLETE	Autocomplete dropdown (elements are fetched from a list)
MULTI_AUTOCOMPLETE	Autocomplete dropdown where multiple elements can be selected (elements are fetched from a list)
BOOLEAN_RADIO	Boolean answer (textual yes/no options with radio buttons)
BOOLEAN_TOGGLE	Boolean answer (displayed as a toggle button)
BOOLEAN_CHECKBOX	Boolean answer (displayed as a checkbox)
COUNTRY	Country component with a fixed list of countries.
MULTI_COUNTRY	Country component with a fixed list of countries that allows selecting multiple values.

Depending on the selected answer type, additional configuration options may be available. For example, for TEXT, an answer validation field can be configured to require that the answer is a valid email address. For DATE, it's possible to configure that the date must be in the past or future. Explore the question configuration in the admin UI to see the available options for each answer type.

warning

Migration needed when switching between TEXT_AREA and RICH_TEXT!

Rich text editor values are saved with html formatting in the database. This means it is not straightforward to switch between a text-area and the rich text editor. The migration below can be used if you want to switch some_table.some_field from text-area to the editor. The migration encodes <, > and & and replaces new-lines by a proper html <br/>. Remember to migrate the _archive table if relevant.

The final not like '<p>%' is to avoid migrating rows that already contain html. This query can only be executed once! Double execution would lead to a double encoding of & to & to &.

UPDATE some_table
SET some_field = REPLACE(REPLACE(REPLACE(REPLACE(some_field, '&', '&amp;'),'<', '&lt;'),'>', '&gt;'), '\n', '<br/>')
WHERE 
    some_field IS NOT NULL 
  AND 
    (some_field LIKE '%&%' OR some_field LIKE '%<%' OR some_field LIKE '%>%' OR some_field LIKE '%\n%') 
  AND 
    some_field NOT LIKE '<p>%';

Required

When a question is marked as required, the user must provide an answer before being able to submit the form. Depending on the answer type, the meaning of required may vary:

• For TEXT, TEXT_AREA, RICH_TEXT, NUMBER, PHONE, and DATE, the user must provide a non-empty value.
• For SINGLESELECT, MULTIPLESELECT, SINGLEDROPDOWN, AUTOCOMPLETE, MULTI_AUTOCOMPLETE, COUNTRY, and MULTI_COUNTRY, the user must select at least one option.
• For BOOLEAN_RADIO, the user must select either Yes or No.
• For BOOLEAN_TOGGLE and BOOLEAN_CHECKBOX, the user must interact with the checkbox or toggle. This might change in the future.

Scoring

Questions with choices (SINGLESELECT, SINGLEDROPDOWN and MULTIPLESELECT) can be used in MiFID questionnaires. Other answer types are not scored.

• Investment profile: add a score to each choice. The profiler decides which questions are counted. The default profiler counts every question with scored choices.
• Product test: set the test type (KNOWLEDGE or EXPERIENCE) and the ID Product. All questions with the same product and test type form one test. Add a score to each choice: for KNOWLEDGE use 1 for the correct answer and 0 for the others.

A question can contribute to the profile and to a product test at the same time. An "interest" question ("Are you interested in this product?") should be a boolean type so that it does not count towards the test score.

The test score is calculated per product:

• KNOWLEDGE: the number of questions answered with a score of exactly 1.
• EXPERIENCE: the sum of the scores of the answers.

The score is compared with the thresholds on the FSP definition products.