Reference category question units

Reference category question units

Reference category question units connect a category question with one or more units used in category configuration. Open the Questions unit list. The page title is Questions unit, and a new entry opens in a New Question unit dialog.

Before you start

Before maintaining a unit entry, have the category and its questions available for selection, the unit value or values to record, and the access needed for the action you intend to take. Category loads category-question data, and Category qustion uses the questions associated with the selected category.

With the reference data and access in place, find the Questions unit list and review its entries.

Find and review the list

The Questions unit list is where you review category-question unit entries before opening an existing row or creating a new one.

Prerequisites

• You have the access and reference data described in Before you start.

Steps

1. Open the Questions unit list.

2. Confirm the page title is Questions unit.

   

3. Read the visible list headers.

4. Confirm the headers are Category and Question.

5. Choose the list action you need.

   If you need to…	Select…
   Reload the list	Refresh
   Inspect list settings	Settings

| Create an entry | New |

Result: You have reviewed the Category and Question columns and can choose the list action needed for the next task.

Understand the fields and rules

The list shows the category and question for each entry. The dialog uses Category, Category qustion, and Category questions unit before you enter one or more Unit values.

Select Category before Category qustion; the available questions depend on the selected category. The three dialog fields carry required markers. The units collection is shown in the dialog, while the grid does not edit rows directly; use the row edit action instead.

The fields and rules are clear before you begin adding or editing an entry.

Add or edit an entry

Adding or editing a category-question unit entry records the selected category, its question, and one or more unit values in the new/edit dialog.

Prerequisites

• You are on the Questions unit list.
• The category and its questions are available for selection.
• New is available, or the row edit action is available for the existing entry.

Steps

1. Choose the entry point for the task.

   If you need to…	Select…
   Create a new entry	New
   Change an existing entry	The row edit action

2. For a new entry, confirm that the dialog title is New Question unit.

   

3. In Category, select the category whose question you are configuring. The Category qustion selector lists question records from the selected category and displays each record's question text.

4. In Category qustion, select the associated question.

5. In Category questions unit, enter the unit value.

6. Select Add more when the entry needs another unit value.

   

7. Enter a value in each additional Unit entry.

8. Select the unlabeled control immediately beside a unit entry to remove that entry.

9. Select OK to submit the dialog.

The form validates before saving.

Result: The new/edit dialog contains the selected category, associated question, and unit entries, and OK submits the form.

Delete an entry and handle availability

The row's delete menu is available only when deletion is allowed. More than one item must remain in the list before the delete action is available.

Prerequisites

• You are on the Questions unit list.
• The row's delete menu is available.
• More than one item remains in the list.

Steps

1. Open the row's delete menu.

2. Select Delete.

3. Read Are you sure you want to delete this item? before continuing.

   If you see…	Use this route
   The list and New action	Continue when the subscription condition permits the feature.
   No New action	Use an existing row when its edit action is available.
   No row delete menu	Do not delete that row.
   No row edit action	Use the controls available for your access.

Result: You have read the deletion confirmation and can decide whether to continue.

When saving or deleting goes wrong

Use the exact message shown on screen to choose the corrective action.

Result: You have the corrective action for the validation, confirmation, save, update, and delete message shown by the screen.

After maintaining the list

After maintenance, review the Category and Question values in the list and continue with related reference data. The list reloads after a successful save, and the read-only dialog flow ends when you press Escape.

Result: The list is ready for the next category-question unit maintenance task.