Connecting Proposal Development Questionnaire Data to Institutional Proposal Supplemental Information

We recently created a new parameter PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA that copies Proposal Development Questionnaire data into Institutional Proposal Supplemental Information when an Institutional Proposal (IP) is created.  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.

Please note, 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.

To Set Up

1. Create or choose a question from a questionnaire on a PD document (Question ID); more information on creating a question can be found in the Create a Questions article.
2. Create or edit a Custom Attribute; more information on creating Custom Data can be found in the Custom Data Fields article.
3. Create a new Custom Attribute Document using the ID from the Custom Attribute in previous step in order to associate it with Institutional Proposal (Document Type Code: Institutional Proposal).
4. Edit the parameter PROPOSAL_QUESTION_TO_IP_CUSTOM_DATA
• Set Parameter Value to (Question ID)=(Custom Attribute ID on IP document), 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.
5. 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.

If you have any questions or need assistance please submit a support ticket.