Creating service questionnaires
As a catalog administrator or internal supplier, you can create question forms for BMC Helix Digital Workplace users to complete when submitting requests. Questionnaires share a many-to-one relationship with workflows. Different services can display unique question sets that are associated with the same workflow. Be aware that when you delete a workflow, all questions associated with that workflow are deleted as well.
BMC Helix Digital Workplace Catalog enables you to add service questionnaires in multiple languages. You can publish service questionnaires and their translations for end users in different locales. For more information, see Localizing catalog items.
Questionnaires for SRDs imported from BMC Service Request Management
If you import an SRD from BMC Service Request Management, the questionnaire is automatically populated from BMC Service Request Management. You can view questions, edit them, and add new questions. For imported questions, you cannot modify queries. However, for new questions, you can use the expression builder to create queries.
Actions created in BMC Service Request Management are not displayed on the Actions tab. You cannot add new actions or triggers. Although they are not displayed in the Question Designer, existing actions and triggers from the imported SRD run when the user completes the questionnaire.
If you delete a question or a response that is used by an action trigger of the imported SRD, the trigger will no longer work and will no longer populate the response to a question.
Questionnaires for BMC Helix Digital Workplace services
Follow the links in this table to learn how to create questionnaires for native services:
|Access the Questions Designer and to learn how to use it||Exploring the Question Designer|
|Learn how to create a questionnaire||Designing a questionnaire|
|Familiarize yourself with question types and question settings||Adding questions to a questionnaire|
|Configure a questionnaire for multi-request services||Creating multiuser request questionnaires|
|Create selection menus for question responses||Creating selection menus for question responses|
|Create questions with a single select or multiselect table for response selection||Creating questions with a table for response selection|
|Configure conditions for questions||Building conditional questionnaires|
|Configure a questionnaire to share user responses between multiple services in the same cart||Creating questions with default responses|
|Configure a questionnaire to prepopulate question fields with answers from external assets||Creating a questionnaire with answers prepopulated from an external asset form|
Configure confidential questions to restrict unauthorized users from viewing confidential information submitted as answers to service request questions
|Configuring confidential questions in a questionnaire|