Parameters - PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA

Summary

The PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA parameter allows you to configure questions from a proposal questionnaire to then populate as a Custom Data attribute in the Institutional Proposal.  Since questionnaire responses do not push forward when an Institutional Proposal is created this allows you to configure which questions you desire to then add as custom data (aka Supplemental Data) in Institutional Proposal; which in turn would carry forward to Award when the IP is linked if the same Custom Data is configured there.

To use, you would need to create or choose a custom data element associated with IP documents; more information on creating Custom Data can be found in the Custom Data Fields article.  Then you would need to create or choose a question from a questionnaire for proposal; more information can be found in the Create a Questions article.  Be sure that the data types and controls are compatible. 

We suggest trying this first in SBX environment before applying to PRD.  The easiest way for testing is to make the custom data type be string and choose no dropdown list, as this is compatible with most question answer types. Set PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA parameter with questionId=customDataId, corresponding to the question and custom data attributes you created or chose. If you have more than one question to custom data mappings, separate the pairs with semicolons.  Create or copy a proposal and make sure the relevant questions appear. Answer or not, depending on your testing scenario. Complete the proposal and submit for approval and then submit to sponsor to generate the IP.  The Supplemental Data in the generated IP should match what was answered in the PD questionnaire.

Please note the below for this functionality:

• This functionality will only work on Proposal Questionnaires but not for Person Certification Questionnaires or S2S Questionnaires.
• We recommend setting the Custom Attribute up as a String type for this functionality. Questionnaire stores the data as Y or N, and the Boolean Custom Data type stores it as Yes or No so those aren't currently compatible.  However, you can link a Yes/No question to a custom ArgValueLookup data setup with Y and N in a String field, or link it to a plain string field and the data will display.
• Be aware of the text length allowed in the questionnaire question and that it isn't allowed to exceed the character length of the Customer Data Attribute.
• If the same Questionnaire question is used more than once in the Proposal Questionnaire it will only copy forward the initial response into the Custom Data of the IP.
• If the configured Custom Data is also in Proposal Development it will not map since it will copy forward what's in the proposal when the IP is generated; can only live in IP and Award.
• Make sure to test this configuration in a lower environment to confirm it works as you expect before applying to PRD and if you have any questions feel free to submit a support ticket.

The parameter default is null but the parameter value can be a list of Question IDs = Custom Attribute ID values separated by semicolon.

Valid Parameter Value(s)

Parameter Value	Description
(null by default)	List of Question IDs = Custom Attribute ID values separated by semicolon (i.e. 10005=181818;10006=181820)

Related Maintenance Table(s)

• Custom Attribute
• Custom Attribute Document
• Question
• Questionnaire

Related Parameter(s)

• N/A