Creating Sections, Requirements and Questions

The Content step allows you to add event content like line items, questions, read only text, and other data points that your participants will see during bidding. Within this step, content can be organized into sections, comprised of requirements, attachments, questions, lots, and line items. Templates may have "baked-in" content that can be edited or removed from projects by their owners.

Content can be inherited from the template, copied from the Sourcing Library, imported from a spreadsheet, or typed in manually.

Sections are used to organize information in the event.

All sections are assigned numbers in the numbering schema.

In the below example, there are three sections: Introduction, Commercial Terms, and Pricing.

• These sections were inherited from the template and can be edited or removed.
• In addition to any inherited sections, you can add your own.
• You can add any of the other content components inside a section, including another section (called a nested section).

The Requirement component allows you to include any items that your suppliers will read but do not require a response.

Example: general information about your company or who to contact within the event.

Sometimes companies have internal information or instructions within events that should not be visible to participants. Text that is created in a template can include different fonts, sizes and colors to draw attention to project owners that sections or text needs to be updated within their event.

Set the font color, size, and highlight for your note to make a non-visible requirement. Then set Visible to Participant toNo.

Questions are used to solicit information from suppliers. Answer types can be found below.

The Add Question screen includes several fields that can configure the question's behavior. A few of the options are listed below.

• Location - Add the question inside the current location (nested question) or after (meaning it would be assigned a new number).
• Is this a prerequisite question to continue with the event? - Prerequisite questions can act as gating questions to prevent participants from accessing the event or submitting a response until they have satisfactorily answered any prerequisite question. The owner must review responses before participants can continue with the event.
  • There are two options: Yes or No. If this is set to yes, participants cannot continue with the event until the project owner accepts their response.
• Response Required - Choose whether a response is required from the supplier, owner, or neither. If a response is required, the supplier cannot submit the bid until the response is provided.

A decimal number plus currency symbol.

The default value has two decimal places.

For example: 33%, 88%, 500%.

The default value has two decimal places.

A formatted date, for example: Fri., 12 Aug., 2005.

A whole number, for example, 1, 20, 852.

A decimal number, for example, 19.5, or 1.23.

The default value has two decimal places.

The input field is a pull-down menu with Yes or No for an answer (boolean).

The answer field accepts a single line of text (numerical and alphabetic characters); unlimited size.

The answer field accepts a single line of text (numerical and alphabetic characters); unlimited size.

Accepts a single line of text (numerical and alphabetic characters); 256 character limit.

The answer field is initially six lines and can be expanded indefinitely with a vertical scroll bar; unlimited size.

Note

The Acceptable Values field will change based on the Answer Typeselection.

Acceptable Values can specify ranges or lists.

To create conditional question in an event, visibility conditions can be created and applied to questions or sections.

Visibility conditions that are applied to questions or sections make them visible or invisible depending on a specific answer to a separate event question.

When editing the event, follow the steps below:

1. Click Add ＞ Question.
2. Enter the information necessary for the question.
3. Next to Visibility Conditions, click (none) ＞ Create Condition
   1. Create a clear name of the condition.
4. Select the question you want to apply the condition for and choose the expression.
5. Click OK ＞ Done.

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You can control the visibility of certain event content by creating an access question and then placing a visibility condition on the questions you wish to appear or not appear for select participants.

Below are the values to use for your access question:

• Name: Give the question a name explaining what it will be used for. This question will be hidden from suppliers.
• Answer Type: Yes/No
• Response Required: Yes, Owner Required
• Visible to Participant: No.
• Use Participant-specific initial values?: No
• Initial Value: No

In the list of invited participants below these criteria, select Yes in the drop down next to each supplier you wish to see the questions and select No if they should not.

After the access question has been created, edit each question that you wish to show/hide from certain suppliers.

1. Select Yes for the Visible to Participants rule.
2. Create a visibility condition and select your access question.
3. Select Yes for your expression.

Once the visibility condition is created, you will need apply it to each question needing to be shown/hidden.

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For a video demonstration on creating event requirements, questions, and visibility conditions, watch this video.