This documentation supports the 22.1 version of BMC Helix Digital Workplace Basic and BMC Helix Digital Workplace Advanced. Icons distinguish capabilities available only for the Advanced and External license levels. For more information, see License types and features.

Designing a questionnaire

As a catalog administrator, internal supplier administrator, or internal supplier, perform the following tasks and steps to create a service questionnaire. 

StepDescriptionReference
1

Open the Questions Designer to add a single-user questionnaire or a multiuser questionnaire.

Exploring the Question Designer

2

(Optional) If you plan to create a lengthy and complex questionnaire, add questionnaire pages to later group questions related to each other.

By default, all questions that you drag onto the canvas are added to the default page.

Exploring the Question Designer

3

Click + to add to canvas and configure the settings of a process question available on the Questions tab by default. Process questions are the process input variables configured in a workflow that is associated with this questionnaire.


Adding questions to a questionnaire 

4

(Optional) To create a new question, click Add on the User Generated Questions pane, and configure the question settings as required.


Adding questions to a questionnaire 

5(Optional) To display questions based on end-user answers to other questions in a service questionnaire, create conditions for questions. 
You might need to create conditional questions if you have questions related to each other. 
Building conditional questionnaires
6(Optional) To prepopulate questions with default answers, create triggers that dynamically prepopulate questions with default responses based on user actions, or create questions with static default responses. Creating questions with default responses
7(Mandatory for a multiuser request questionnaire) Configure the multiuser request questionnaire as required.Creating multiuser request questionnaires
8Save the questionnaire.Not applicable
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