Adding questions to a questionnaire
Questionnaires are a set of questions designed to add context to the end users' service requests. Catalog administrators, internal service supplier administrators, or internal service suppliers can configure questionnaires.
You can select the question type depending on the answer you want from the end users. For example if you want a close-ended answer from the end users, you can choose a single-select dropdown, radio button, or a toggle type of question.
You can choose to use the answers in the following ways:
- Process-generated questions—Answers to these questions are used as inputs to the associated process.
- User-generated questions—Answers to these questions are not mapped to process inputs.
Required license
Question types and their settings
You can present questions to the end users in different formats depending on the type of answer you expect. For example, you add a radio button type of question when you want end users to select a single option from a given list.
You must configure the following settings that are common for most question types as well as the specific settings.
Settings for most question types
The following settings apply to most question types. Click the setting name to view the description:
Specify the question text that you want to display for the end users.
If the question you add is generated from a workflow, the value from this field is automatically populated with the process question label value.
Specify some meaningful context related to the questions that end users see below the Label value. Required
Specify whether you want to make a question mandatory.
Important: You cannot set a required question to read-only. You can set a required question to hidden only if it has a valid default answer.
Specify whether you want to make a question as read-only.
Important: You cannot set a read-only question to required or hidden.
Specify whether you want to hide the question from the end users.
Example
You might need to hide a question with a default value to prevent end users from completing the question with a value other than the default value.
Important: You cannot set a required question to hidden unless it has a valid default answer.
Specify whether the answer to this question should be confidential.
By setting a question to confidential, you restrict unauthorized users from viewing answers to confidential questions. Only users who have has confidential data access permission in BMC Helix Digital Workplace can view answers to confidential questions. For more details about this option, see Configuring-confidential-questions-in-a-questionnaire.
Important:
You cannot set the following question types to confidential:
- Attachment question
- Read-only forms (section and description)
Specify keywords for the question to identify the question independently of a specific questionnaire (without referencing internal question IDs). You can enter one or more free text tags, separated by a comma
Internal tags are not visible to end users. You can use these tags internally in BMC Helix Digital Workplace Catalog to indicate questions with special functions. After adding internal tags to questions, you can use these tags in workflows for building required business processes.
Specific settings for all question types
The following table describes the question types, how they are displayed to the end users, and complex settings that you can configure for each question type:
Tip
Refer the following table to verify whether a setting is supported for your question type:
Supported question types and their settings
Question settings | Question types | ||||||||||||
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Text Area | Text Field | Password | Counter |
| Lookup | Repeatable Group of Questions | Toggle | File Attachment | Date Date & Time | Time | New Section | Description | |
Rich Text Format |
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Label |
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Description |
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Question Values |
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Default Value |
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Required |
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Read Only |
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Hidden |
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Internal Tags |
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Regular Expression |
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External Validation |
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Confidential |
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Disable Password Encryption |
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Date Restrictions |
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Lookup Threshold |
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* 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.
Before you begin
Complete the following tasks if you want to configure the following question types:
Question type | Task |
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File attachment | Make sure that the fulfilments do not restrict the attachments. For more information, see Configuring-fulfillment-details-display-in-service-requests. |
Confidential | Make sure you have configured the Create Ticket activity in a workflow. Make sure you have configured the BMC-Helix-Innovation-Studio-connector. |
To add questions to a questionnaire associated with a service
- As an administrator, log in to BMC Helix Digital Workplace Catalog.
- Click the Services tab and click Services.
- Double-click the service to which you want to add a questionnaire.
- On the Service Options panel, click Edit next to Workflow.
On the Workflow & Questions panel, click Edit next to Questions.
- In Question Designer, perform either 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 user generated question, click Add next to the User Generated Questions.
- In Form element type, select how you want to display the question to end users.
- Depending on the form element that you select, configure the common settings and specific settings.
- Click Save to save the questions to the questionnaire, or click Save as to save the questionnaire with a different name.