Real time data from the CRM system  

In a questionnaire, you can display real time data from the system. You can, for example, for the purpose of preparing an appointment or a discussion, provide the creator of a visit report with current header data (name of the contact, phone number, industry and sales region, contact status, account manager or turnover KPIs).

The data in the header of a visit report, for example, is automatically taken from the context in which the questionnaire is opened. In this case, it was a visit at an exhibition booth, including contact, appointment and event data.

It is also possible to write adjustments made by the creator of the questionnaire back to a relation record (i.e., the contact, appointment or case). 

To specify the details, proceed as follows:

1. In the questionnaire master, a loader must be specified. The loader selection can be maintained in the Questionnaire loader adminis­trator list. As a default, a standard loader exists for every new questionnaire.
2. Reading data: Define a question and specify the path to a field from the loader in the Standard entry field. The Select standard entry/Data function supports you with this. It opens a field browser from which the paths contained in the loader can be selected.
   If the possibilities of the standard loader are insufficient, the questionnaire developer – with corresponding knowledge of the CRM data model – can build their own loader. A questionnaire loader requires on the first level at least the four elements of the answer record (questionnaire, contact, activity, case).
3. Writing Data: On the Action tab, define the Save answer in field action for the question field. As the operator, always select "*". Via Configuration/field, the field browser can be opened to select the path to the destination field. If the destination field cannot be written to directly (e.g., in case it is a component field), the write operation must be realized in the Save-userexit (requires custo­mizing).
   If no write-back action is defined, the changes are written only to the answer record and not to the desti­nation field of the relation record.
4. Writing back components and menu selections: Special classes are available in the action implementa­tion.
   • de.pisa.psa.frm.psa_qst.PsaQstSavActSetCom
   • de.pisa.psa.frm.psa_qst.PsaQstSavActSetMen

Not only individual field values can be written back, but also components and menu selections, as for exam­ple industry, region (component) or communication language (menu selection).