Adding questions to a questionnaire
To create a service questionnaire, as the catalog administrator, internal service supplier administrator, or internal service supplier, you must add questions to the canvas and configure them as required.
For each question in a questionnaire, you must configure the question settings based on form element type. A different set of settings is available for each form element type. The available settings are described in the Available settings for each form element matrix.
To configure a question in the questionnaire
- In Question Designer, perform one of the following steps:
- To add a process question, select a question from the Process Questions list, and click on the + button to add this question onto the canvas.
- To add a non-process question, click Add next to User Generated Questions.
- Select a form element type.
The available settings for the form element that you selected are displayed.
- Configure the selected form element as per your requirements. For information about the available settings, see Form element settings.
Form element types
Form element types are different from each other in the way they are displayed to end users. They also have different methods for entering the question responses. Form element types are categorized as follows:
- Text input question—End users need to type text to answer these questions.
- Selection questions—End users select a value or an attachment.
- Selection menu questions—End users select a value from the list of available values.
- Data and time questions—End users select date and time.
- Read-only forms—No input is required. These forms provide additional information to end users.
|Form element type category||Form element type||Description|
|Text input questions|
|This question form is displayed to end users as a text area for submitting an answer.|
This question form is displayed to end users as a text field for submitting an answer.
This question form is displayed as a text field. When end users enter a value in this field, the entered value is substituted by asterisks.
An answer submitted for the Password question is by default encrypted in BMC Digital Workplace Catalog.
This question type is displayed as a selection question with a Yes or No answer to the question.
|File attachment||This question type enables end users to browse for a file, and attach it to the questionnaire.|
|Selection menu questions||Dropdown||This question form is displayed to end users as a drop-down list with a list of values available for selection. End users can select only one value as an answer to the question.|
|Multiselect dropdown||This question form is displayed to end users as a drop-down list with a list of values available for selection. End users can select multiple values as an answer to the question.|
|Checkboxes||This question form is displayed to end users as a list of values with check boxes available for selection. End users can select multiple check boxes.|
|Radio buttons||This question form is displayed to end users as a list of values with radio buttons available for selection. End users can select only one radio button as an answer to the question.|
This question form is displayed to end users as a field where they start typing the answer, and then the possible values for selection are displayed. End users can select only one value for a lookup question.
This question form is displayed to end users as a field where they can click the down arrow or up arrow to select a value, or type the allowed numeric value.
When you import an SRD (from BMC Service Request Management) with a questionnaire that has questions of a range type, these questions are mapped to the counter question type after import.
|Date and time questions||Date|
This question is displayed as a calendar selection widget.
|Date & Time|
This question is displayed as a calendar selection widget and time selection field.
This question is displayed as time selection field.
You can create sections to group related or similar questions on the same page.
|Description||You can add descriptions to guide end users through the questionnaire.|
Available settings for each form element
The following table describes availability of question form settings by a form element type:
Form element type
Date & Time
|Disable Password Encryption|
* The setting is required.
The setting is available for the question form element type.
The setting is not available for the question form element type.
Form element settings
You can configure the following settings for the available form element types:
This field is required for all questions that require user input. This field is automatically populated with the process question label value if the question you are adding is generated from the workflow.
The label value is displayed as a question text to end users. You can change it as required.
The description that you enter is displayed below the question label. Turn on the toggle key to enable the question description, and then enter the question description.
Enable this setting to add a default value for a question. You must select the default value type from the Type list. For information about how to build a question with a default response, see Creating questions with default responses.
Enable this setting to create values for selection questions. You must configure Question Values for a question form as required.
The following table describes the Question Values settings available for different form type elements:
|Form type element||Question Values settings|
You can create selection menus by using one of the following options:
For more information about how to build selection menus for question responses, see Creating selection menus for question responses.
The Display Value and Stored Value fields are predefined with the default values. You can use the toggle key to change the Display Value as required
To set a default value for this form type element, select a radio button next to the value.
You can set the following values:
For example, suppose the Step value is 10, and an end user has already selected a value for a counter question. The value that will be displayed when the user clicks the up arrow button is the step value plus the current value. So, if the current value is 15, 25 will be displayed when the user clicks the up arrow button.
You enable this setting to make the question mandatory for end users. End users will not be able to submit a service request until all Required questions are answered.
You cannot apply the following settings for a required question:
- Set a Required question to Read Only.
- Set a Required question to Hidden unless it has a valid default answer.
You enable this setting to make the question read-only. You cannot set a read-only question to required or hidden.
You enable this setting to hide the question from being displayed to end users.
You might need to hide a question with a default value to prevent an end user from completing the question with a value other than the default value. A hidden question with a default value is not displayed to the end user, so the end user cannot change the default value.
You cannot set a Required question to Hidden unless it has a valid default answer.
Regular expressions are used to validate the responses that end users provide to questions when they request services in BMC Digital Workplace. If a user enters a response that does not match a pattern from the specified regular expression template, the system displays an error message.
You can specify regular expressions for the following types of questions:
- Text area
- Text field
To assign a regular expression to a question, in the question settings, turn the Regular Expression toggle on, and then select the required regular expression from the list of available templates.
For the password type of question, you must enter a regular expression manually. No templates are available.
A regular expression defines a specific format or specific characters that must be used in a question response. For example, if you select the Email address template for a text field, the end user response is validated by the system and accepted only if this response contains an @ symbol.
Additionally, you can provide a formatting hint that is displayed to end users in error messages if the users enter invalid responses. For example, if the formatting hint value is email@example.com, then the following error message is displayed: Answer "myemail.com " to the question "Your email address" does not match the given pattern. Example: "firstname.lastname@example.org".
End users cannot submit their service request until they enter valid responses to the questions with regular expressions.
You can enable internal tags for a question to develop generic custom logic that can understand the meaning of questions independently of a specific questionnaire (without referencing internal question IDs).
Internal tags are not visible to end users in service questionnaires when they request services in BMC Digital Workplace. You can use these tags internally in BMC Digital Workplace Catalog to configure questions with special functions. After adding internal tags to questions, you can use these tags in workflows for building required business processes.
Enable internal tags for a question by turning on the Internal Tags toggle key. You can enter one or more free text tags, separated by a comma, as shown in the following example:
For example, you have a data dictionary where each specific piece of data is identified by a standard code or key, like requester_cost_center. Add the requester_cost_center tag to each question that is associated with the cost center.
This setting is available only for those questions that originate from the Create Ticket activity available in the associated workflow.
The Create Ticket activity can be added to a workflow only if the Innovation Suite connector is configured. For more details about this connector, see BMC Helix Platform connector.
You cannot set the following question types to confidential:
- Attachment question
- Read-only forms (section and description).
By setting a question to Confidential, you restrict unauthorized users from viewing answers to confidential questions in BMC Digital Workplace. Only users who have the has confidential data access permission in BMC Digital Workplace can view answers to confidential questions. For more details about this option, see Configuring confidential questions in a questionnaire.
Disable Password Encryption
This setting disables encryption for password type questions. Enable this setting if both of the following conditions are met:
- In your questionnaire, you are using the Password Field question that is generated by a process input variable of the related workflow.
- The RCF or Integration Service connectors use the process input variable.
For Data and Date & Time questions, you can add restrictions that enable end users to select a date within a fixed or relative range of dates. To add restrictions, select the Date Restrictions, and configure the following settings:
- Timezone—sets the timezone.
- Window start—sets the date when the restrictions starts.
- Window date—sets the date when the restriction ends.
For example, to prevent users from submitting requests more than three months in advance, in the Window start field, select Request date; for the Window end, select Relative date, and then select 3 Months after request date.
The threshold is the number of characters that an end user must enter before the system begins to autocomplete selection options based on the query. This setting is available only for Lookup form element types. For information about how to use this setting, see Creating selection menus for question responses.