Cloud App | How to customise a query (client request)

If you selected one of the templates from your engagement file, the client request will already contain one or more queries recommended by the author. If you created a blank client request, you can customise the request based on the information you need.

  Answer:

Add guidance

Each client request document has a Guidance section at the top. You can use these guidance sections to include some help for your client contact, giving them instructions on how to fill out the client request, or providing context for the questions that you are asking.

To add guidance to a document:

At the top of the document, select the text field. Enter the guidance content for the document, and select the space outside the query once you are finished.

 The guidance text is added to your document.

Add sections to your client request

1. In client request and checklist documents, all of the document content is contained in one or more groups.
2. To add a group to a document:
3. To add a group to your document, select + Group.

The group will be named New Group by default. You can change the name by selecting it and entering new text.

Add questions to your client request

Once your document has a group, you can add one or more queries. A query is a question for the client or a task to be completed as part of the engagement work. Each query has two parts:

• Description - the question or request for the client.
• Response - the field for the client to enter information or provide a file.

To add a query to a document:

1. To add a query to your document, select + query.
2. A blank query is added to your document. This query description is New query, and the default response is Upload Files.

Modify questions in the client request

Once you have added all the queries you will need for this client request, you can modify each of them to create a framework for the contact to answer your questions.

To modify a query:

There are a few things that you can do to modify queries in your client requests:

• Add a summary - Select the summary field above the description field to enter a name or a short description for the query.
• Change the response type - Select the more actions icon, then choose Settings to open the query Settings dialog. You can select a different response type in the settings dialog:
• Manual - the client will enter information into a text box.
• Picklist - the client will choose one answer from a list of choices.
• Multi-Picklist - the client will choose one or more answers from a list of choices.
• Upload Files - the client will attach a file to the engagement.
• Date - the client will select a date from a popup calendar.
• Entity Information - display information about the client entity.
• Contact Information - display information about a client contact.
• Simple Signatures - This response type allows users to upload documents that require client signatures, such as engagement terms, and send them to clients to accept electronically.
• Add a description - Select the description field to change the query description. Once you select the field, the formatting toolbar displays. You can use the toolbar to make the following updates:

Add or remove a link in text sections

You can add links to a URL, an email or a phone number.
 

To add a link in a text section:

• Open the document and select Edit, then select Add link and enter the following information in the Link Info tab:
•  Display Text - the selected text is the default Display text for the link. If you haven’t selected text, enter the Display Text in this field.
•  Link Type - select a type from the drop-down list. Based on your selection, the dialog displays different sets of fields that you need to specify:

• In the Target tab, select where you want the link target to open. The default is in a new browser window.
• You can also enter more information in the Advanced tab. Note that if you add a link to a file download, you can select the Force Download check box in this tab so the file download starts once the user selects the link.
• Once you’re done, select OK.
• To remove a link in a text section, select the link text then select Remove Link .

Add data links in text sections

To add dynamic text:

1.        Open the document and select Edit.

2.        Go to where you want to add a formula in the text.

3.        Select Add Data Link from the toolbar.

4.        At the Dynamic Text tab, select the Add Condition drop-down list.

Different setup details display in the Data Link dialog based on the condition you choose:

• You can add more than one condition type to trigger additional text outputs. To add another condition, select Add Condition.
• You can also optionally specify an alternate output for the text if no conditions are met.

5.        Once you’re done, select Save.

• If a condition (or conditions) is met, the corresponding output text you specified for that condition displays.
• If no condition is met, the alternate text output (the one you specified for when none of the conditions are met) displays. Otherwise, #ValueEmpty# displays.

Once you have finished changing the content in your client request, select the Edit icon at the top of the document to save your changes.

Link a question to a checklist procedure

Often, you must ask your client questions to complete checklists. You can link these questions to the corresponding query questions. After your contact responds, that response is displayed near the checklist procedure.
 

To link a query to a checklist:

1. Select the more actions icon (), then choose Link to Checklist.
2. In the Link to Checklist dialog, select a checklist document in the engagement file, then select the corresponding procedure from that checklist.

3. Click on Save. You can see the client response in the relevant checklist after staff have accepted it.

Change engagement glossary terms and dynamic text

• An engagement glossary contains terms. Terms are words and phrases that can be reused throughout the product. When a term is changed, it is changed everywhere the author defined.
• Dynamic text fields change if certain conditions are met. For example, if the client responds ‘Yes’ to a procedure in a checklist, then ‘Agreed’ shows in the dynamic text field.
• Your documents may contain terms from the glossary or dynamic text fields. Depending on your product, you may be able to override glossary terms and dynamic text outputs.

To change an engagement glossary term or a dynamic text output:

1. Select the document’s text area where you want to change.
2. Areas highlighted in gray are either glossary terms or dynamic text fields.
3. Select the glossary term or dynamic text to open the Data Link dialog. If you select a glossary term, you can select information to see the number of places that term is used.
4. Change the Output as desired and select Save.

When the Output condition is met, the text changes in all the places it’s used in the engagement. If a different condition is met after the change, the Output changes to match the configured output text for that condition.

Add Author IDs

Working Papers (WP) users can automatically pull files uploaded in query documents and save them in designated folder locations in the WP file. To support this integration, you need to add internal identifiers in your query document - known as Author IDs.

Here is a brief description of the workflow:

1. Set an Author ID value for one or more response.
2. Working Papers authors must use the same ID when setting up a location in WP to receive files from a query document.
3. Once a file is uploaded and accepted in the query document, WP users can click the Receive button to automatically pull the file to its designated location in the Document Manager.

To add an Author ID:

1. Select Edit.
2. Go to the query you want to add an Author ID to one or more of its responses.
3. Select More actions | Settings.
4. Enter an Author ID for one or more responses.

5. Share the Author IDs with the Working Papers (WP) authors so they can perform the necessary setup in the WP template. 

   Related Articles

   Search Results