About reference types for questionnaire


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use reference types to enter criteria for the respondents that you might select when you schedule a questionnaire. For more information, see Prerequisites for questionnaire.

Use the Reference types (form) to set up reference types for questionnaire. Each reference type corresponds to a table in Microsoft Dynamics AX. When you create questionnaire schedules, you can specify individual records in the table or a range of records that the questionnaire will be associated with.

For example, if you select the Courses table, you can decide which specific course the questionnaire will be for. When you set up a reference for the Courses table, some fields and buttons on the Courses form become available.

Possible next steps

The following links provide a logical progression to follow in the sequence. Depending on the questionnaire features that you are using, refer to the following information about the next steps:

About questionnaire parameters

About questionnaire types

About form templates for questionnaire

About question types