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. The questionnaire collects information from a user at the time of the request and passes 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 

1. In BMC Helix Digital Workplace Catalog, select Services > Services, and open a service that has a workflow attached to it.
2. In the Service Options panel, click Edit next to Workflow.
3. On the Workflow & Questions pane, click Add next to Questions.

4.  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

1. 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.

2. 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.

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.