Can I set questions to be required?
It's not possible to mark custom questions as "required" in a way where the client would have to answer them before they can move on. We have found that there can be different reasons for why a client may not answer questions:
- They may forget / scroll by them
- Or they are unsure what to fill in
- Or they just don't want to answer the question (yet)
To help you communicate the importance of answering some of the key questions it's possible to flag them as 'important'. When a client does not answer a question flagged as "important" a visual marker and a customizable message will show up on the questionnaire menu to nudge them towards providing more information.
How to set up the 'important' questions?
Which questions can be flagged as important?
The following custom question types can be flagged as important on the questionnaire:
- Yes / No question
- Short text
- Long text
- Date
- Number
- High / Medium / Low
- Radio button
- Dropdown
- Group of people select
How to flag a question as important?
When you click to edit the question on your questionnaire the option will show up:
In addition to the custom question types above, the fixed Social Security Number field can also be flagged as important. More info on the linked related articles below.
How to customize the warning message?
This can be done from the "setup" tab of the questionnaire customization screen:
What kind of information is required in DecisionVault?
There are a number of required pieces of information that the client user is asked to provide while working through the questionnaire:
The "About You" section
The "About You" section (and the "Representative" one if present) is required to be filled before the user can move on to the other sections of the questionnaire. After filling in the base info on the client in this initial section the user can go in any order through the next sections.
Any contact added
For any contact that gets added into the questionnaire the minimum set of information is their name, relation to the client(s) and gender. This is driven by the minimum for some of our integration partners to make it possible to sync the contact over.
Financial intake
The financial intake does not have any required fields - but if the client user tries to click through it and exit it without providing any information they get a warning to nudge them towards filling in the asset intake. The text of the warning can be changed as part of the financial intake customization.
Frequently Asked Questions
Can I force a client to answer a question before moving on?
No. Custom questions cannot be made required, but you can flag key questions as important. When an important question is unanswered, a visual marker and a customizable message appear on the questionnaire menu to nudge the client.
What information is always required?
The About You section (and the Representative section if present) must be filled in before the client can move on, and every contact added needs at least a name, relationship, and gender. The financial intake has no required fields, but clients get a warning if they try to leave it empty.
Where do I customize the warning messages?
The important-question message is set on the Setup tab of the questionnaire customization screen, and the empty financial intake warning is part of the financial intake customization.