To deliver unscored items in Scorpion, setup must be completed at the form level.
These items can be added to a form using either selection rules or manual selection. For effective organization, leverage custom fields, and ensure the corresponding custom fields are properly set up at the item level as well.
1. Ensure corresponding custom fields are properly setup at the item level.
2. Ensure your forms are setup properly.
2a. Administering unscored items using selection rules.
Administering unscored items using selection rules requires you to sort/filter by custom fields to ensure that your items are being correctly selected and delivered.
2b. Administering unscored items using manual selection.
Administering unscored items using manual selection requires you to sort and add items by custom fields to ensure that your items are being correctly added manually.
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