In the wide variety of proposals you may work on in Loopio, you will encounter Answer Sets crafted with specific formats and verbiage by various document creators.
That's why in each Project we've provided a the ability to map different Project Answer Set Options to their corresponding options in your Library. The outcome? You can accurately fulfill your client's needs while maintaining your Library's natural consistency.
Think of this like a bridge that connects the various terminology used in Projects to the uniform language of your Library.
Learn more: Check out our Answer Sets Course in the Learning Station (a Loopio login is required to access this link)
Creating Answer Sets
• Project, Level 2 (Creator) permissions or higher are required to create a new Project
• Library, Level 2 (Read & Write) permissions or higher are required to create or edit new Library Entries
Answer Sets are created when Importing either an Excel or Word document in the document Import window.
To add Answer Sets to a Project, click into the location that should contain the Answer location and select Add Answer Set.
Here you can configure the name of the Set, as well as the options that should be available for this Question.
The selected location will be automatically selected as the Answer location for this Answer Set.
Alternatively, click Manage Answer Sets to add all the Answer Sets needed for this document, then select the Answer locations later.
Mapping Answer Set Options to the Library's Options
In the Import window, you can also select how these Answer Set Options match with the Answer Set Options that already exist in your Library.
Mapping your Project’s Answer Set Options at the beginning of a Project ensures that you can make use of Answer Set Options from your Library in Magic, searching the Library, and reviewing Project content for addition to the Library.
Once the document has been Imported, the imported Answer Set(s) will appear at the top of each Project Entry.
To edit these Answer Sets or how they map back to the Library, click the Project Actions menu (⋯) in the top-right corner of the Project Workspace. Then, select Manage Answer Sets.
Using Answer Sets with Magic
When running Magic on Entries with Answer Sets, the Library Entry’s mapped Answer Set Option will be pulled into the dropdown. Answer Set Options filled by Magic are indicated by a teal Magic icon beside the Dropdown.
You can also choose to prepend Library Answer Set Options to Entries that don't contain Answer Set dropdowns by selecting Prepend Answer Set to answer text in Magic's advanced, "See More Options" settings.
The Prepended Answer Set Option will be placed in the Answer text field of Project Entries, with either a period or dash to connect it to the Answer.