This documentation supports the 9.1 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Defining dynamic query menus

If you are creating a query menu while creating a service request definition (SRD), you can create a dynamic query menu, which is an extension of a query menu. You can create a question that depends on the answer to a previous question. For example, after you select a restaurant, you select the cost of that restaurant.

To avoid circular results, do not create a dynamic query menu that depends on the answer of another question, which similarly requires an answer from the original question. For example, Question 1 should not depend on the answer to Question 2 if Question 2 requires an answer from Question 1.

To define dynamic query menus

  1. Search for the SRD, select it, and click View.
  2. After you enter a PDT in the Process Template field, click Questions & Mappings located under the Process Template field.
    See Adding a PDT to an SRD.
  3. Click Add Question.
  4. In the Question Text field, enter a question for users.
    If you want to enter the greater than (>) or less than (<) sign in the Question Text field, use encoded text (&gt for >, and &lt for <); otherwise, browsers will interpret the greater than and less than signs as HTML markup, which is not supported. For more information, see Restrictions in creating questions.
  5. (Optional) In the Instructions field, enter instructions on responding to the question.
  6. In the Question Format field, select Menu.
  7. From the Menu Type list, select Query.
  8. From the Form Name field, select the form from which to show the answers (for example, AP-Sample:Restaurant).
  9. From the Display Label field, select the field associated with the form.
  10. Leave the default value entered in the Actual Value field.
  11. (Optional) Edit the Actual Value field.
  12. To construct a qualification:
    1. Click Query Builder.
    2. Using the fields and buttons in the dialog box, enter a qualification in the Qualification field.
      From the Question drop-down list, you can select a question that is already defined in the SRD. The data you retrieve depends on the response to the question you select in the Question field.

      For example, you might define a question (Restaurant Location) that uses a dynamic query menu. The menu queries the Restaurant Locations form with this qualification: 'Restaurant' = <Restaurant Example>

      The menu for the Restaurant Location question will list all locations for the restaurant specified in the preceding Restaurant Example question. Without a qualification, all locations are listed, regardless of the restaurant selected.
    3. Click Select.

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