Manage the questions in a query

Add questions to a query. Order questions and group related questions together in sections. Update or remove questions or sections.

Add questions and sections

Ask creates new queries with one blank question and an untitled section. Each new section also contains one blank question. Enter the details for these before adding more.

To add a question to a query:

  1. Go to Ask and select the Queries tab, then click the query in the list.
  2. In the section you want to add the question to, click Question.
  3. Enter your question.
  4. (Optional) Click the attach file icon Xero HQ attach file icon to attach a file to the question.
  5. (Optional) Enter a tip to help guide your client’s answer.
  6. Select an answer type:
    Answer typeThe client answers by
    CheckboxSelecting one or more answers from a list of options
    File attachmentUploading a file
    Multiple choiceSelecting only one answer from a list of options
    Multiple text entryCompleting multiple fields of text
    Text entryCompleting a single field of text
    Yes/noSelecting yes or no

To add a section to a query:

  1. Go to Ask and select the Queries tab, then click the query in the list.
  2. In the location you want to add the section to, click Section.
  3. (Optional) Click Untitled section and enter a title for the section.
  4. Add questions to the section.

Preview a query

You can preview a query to see how it will look to your client.

  1. Go to Ask and select the Queries tab, then click the query in the list.
  2. Click Preview Image of the query preview button.
  3. You can only preview draft queries. Select the Draft query group to see a list of the draft queries.
  4. Click Next and Back to step through the query.
  5. When you’ve finished previewing the query, click Close.

Change the order of the questions

Once you’ve added two or more questions to a section, you can drag and drop questions to change their order. You can also drag questions between sections. However, you can’t remove the last question from a section or change the order of sections.

Edit a question or section

If your client hasn’t answered a question, you can change the question details once the query has been submitted.

  1. Go to Ask and select the Queries tab, then click the query in the list.
  2. Select any section or unanswered question in the query and change the details.
When your client answers a question, Ask locks the question. This means you can’t make changes to it.

You can change the title of a section until it has been sent. Click on the current title and enter a new one.

Delete a question or section

To delete a question or section:

  1. Go to Ask and select the Queries tab, then click the query in the list.
  2. Click the menu icon Xero HQ menu icon on the question or section you want to delete, then select Delete.
  3. If you’re deleting a section, click Delete to confirm.
  4. Deleting a section also deletes any unanswered questions in the section.

You can’t delete:

  • An answered question or a section that contains an answered question
  • The last question in a section or the last section in a query

You might also be interested in