FORMS

Multi Period Question

A Multi Period question contains one line for each node/node type combination you want users to register, and one column for each time period you have included.

Multi Period question is only available in BMP Forms.

Creating a Multi Period question

To create a Multi Period question right click the Page where you want to place it and choose Add -> Multi Period question.

Properties

General

Question text - the question you want to ask. It may contain normal text and dynamic (token) tags. It is easy to create and change by entering text directly in the area provided or by clicking the Lookup button () and selecting tags (properties) from the list that opens.

Tags should not contain white spaces, especially between $ and {.

E.g. $ { this.object.id } could be misinterpreted. The correct syntax is ${this.object.id}.

Name - the name used to identify the question in the Forms model. By default the name "Multi Period question" is used, and the Name field is empty, but when you enter text in the Question text field, that text will be used as the question name also, and the Name field will still be empty. You can override using the text in Question text as name by entering a different text in the Name field.

If the text in Question text is long the list will be more readable if you enter a shorter text in the Name field.

Configuration

The four fields Periods before, Periods after, Periods relative to, and Period type determine when the Multi Period question will be available for registering data. The other fields regulate what answers are valid.

Use Periods before and Periods after to indicate the number of time periods that should be included in the form:

Periods before – how may periods before the current one it should be possible to register data for

Periods after - how may periods after the current one it should be possible to register data for
Periods relative to - indicates a point in time that will be used as the basis for setting up the form:
- Today
- Selected period
- Beginning of selected year
- End of selected year

Examples:

- If you want users to enter data for the current period and the previous one, enter "1" in Periods before. This will create two columns in the form.

- If you only want users to enter data in the previous period, enter "1" in Periods before and "-1" in Periods after. This will create one column in the form.

- If you want users to enter data in two future periods only, enter "-1" in Periods before and "2" in Periods after. This will create two columns in the form.

Require answer - if this field is checked the question must be answered before the form can be submitted
Period type - this is the type of period you want to register data for; choose from Year, Half year, Third, Quarter, Month, Week, and Day.

In cases where the Multi Period Question frequency has lower resolution than Form frequency (ex. Daily MPQ on a Weekly Form), -2W on the MPQ will go to the beginning of the week, two weeks back. If today is a Tuesday, the timestamp returned will be the Monday two weeks ago.

Known limitation: If an administrator changes the period type on a Scorecard containing an BMP Form to a higher resolution (e.g. from MONTHLY to DAILY), Multi Period Questions with that resolution (i.e. DAILY) that are already answered will not owned by the new periods, i.e. answer for Oct. 15, 2014 will still be owned by Oct. 2014. Upcoming and new periods will be handled normally. This will not often occur in normal business scenarios.

If Stay open after submit is unchecked on a Periodic form that contains a Multi Period question that is configured to accept data for several periods, data for all periods will be submitted at the same time and all periods will be closed. It will not be possible to resubmit data for any of the periods in the Multi Period question.

Context

Node type - the node type for which data will be registered: "Actual", "Budget", etc. Click the Node type button () and choose from the list. If nothing is selected "Actual" will be used.

Organization - if an organization is selected here the answers entered in the Form will be stored for that organization instead of for the organization the Form is distributed for. See Distribution list.

If it should be possible to enter data for several organizations in one BMP Form see Subquestions below.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Storage

Storing period - an adjusting function that specifies the period the data is collected/stored for relative to the distribution date, e.g. if the form collects data from the previous month set Storing period to -1M. This overrides the Storing period on the form.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.

Subquestions

When you create a Multi Period question a Subquestions is also created. Subquestions are used to make up the rows in the Multi Period question. By default forms will contain a row for each organization for which you want users to enter data.