Adding Questionnaire Reference Fields

The Questionnaire Reference field type is available only if your organization has licensed 1 or more use cases that contain questionnaires. The Questionnaire Reference field type enables you to see all questionnaire records that are related to an application record. For example, if you are working with a third party record within a Third Party Profile application, you can see the assessments that are in progress or have been completed for that third party.

This field type is only available for applications selected as the target for 1 or more questionnaires. If the application is the target of multiple questionnaires, you can select any number of those questionnaires to include in the field.

You can also select the fields of information that you want to display in the questionnaire reference field. Only the system-generated questionnaire fields are available for selection.