Adding a questionnaire to a service

As a catalog administrator, internal service supplier, or internal service supplier administrator, you must create a questionnaire for a workflow that contains process input variables. Process input variables are questions that collect information from a user at the time of the request and pass it into the process workflow.

Process input variables from a workflow are automatically added to a related questionnaire.

Before you begin

Create a service, or modify an existing service. For more information, see Adding-and-updating-services.

Attach a workflow to a service. For more information, see Attaching-a-workflow-to-a-service.

To add a questionnaire to a service

In BMC Helix Digital Workplace Catalog, select Services > Services, and open a service that has a workflow attached to it.
In the Service Options panel, click Edit next to Workflow.
On the Workflow & Questions pane, click Add next to Questions.
In the Questionnaire Library, search for an available questionnaire that you would like to attach to a workflow, select it, and then click Save.
You can add a new questionnaire to a workflow only after you add it to the Questionnaire Library.

To add a new questionnaire to the Questionnaire Library

Important

The following restriction applies to you only if you are an internal service supplier or internal service supplier administrator:

If the workflow associated with your service does not belong to your subcatalog, you cannot add new questionnaires or edit existing questions associated with this workflow. You can only attach available questionnaires to your service.

Open the Questionnaire Library in one of the following ways:
- On the Workflows page, select a workflow, and then click Manage Questions.
- On the Service Management page, select a service, and perform steps described in To add a questionnaire to a service.
Click Actions, and select one of the following options:
- To create a single user request questionnaire, select Create single user request
- To create a multi-user request questionnaire, select Create multi-user request. For more details about these options, see Adding-questions-to-a-questionnaire.

Required licensing

SaaS subscribers who use BMC Helix ITSM or BMC-Helix-Virtual-Agent-Basic-service are entitled to this feature.

Where to go from here

Complete the required steps to create a questionnaire. For information about how to create a questionnaire, see Designing-a-questionnaire.