This documentation applies to the 8.1 version of Service Request Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Configuring survey questions

Use the Search Survey form to set up survey questions for your requesters. 

You can configure BMC Service Request Management to automatically send a survey for a specific company or select Global to make the survey available to all companies when a service request is resolved.


You must have the Service Request Management Administrator permission to access this form from the Custom Configuration tab. However, the Service Catalog Manager can create questions "on the fly" in the Search Survey form when working with an SRD (in the Service Request tab).

To configure survey questions

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Service Request Management > Advanced > Survey Configuration, and click Open.
  3. From the Search Survey form, select the company to which this survey applies, or select Global to make this survey available to all companies.
  4. To create a survey, click Create.
  5. From the Survey Configuration dialog box, enter a name for your survey.
  6. Click Save.
  7. From the Search for Survey form, click Manage Questions.
  8. From the Manage Questions dialog box, perform these steps to create or modify questions in your survey:
    1. Specify a locale, if your questions must be localized (for example, fr_FR).


      To display the questions in the specified locale, the locale must also be specified in User Preferences. For more information about setting user preferences, see Setting user preferences for the Request Entry console.

    2. Specify the numerical sequence.
    3. Enter the question.
    4. Click Add or Modify.


If you configure fewer than four survey questions, the undefined question boxes are displayed to requesters as read-only boxes without questions.

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.


  1. Lisa Kemes

    This article does not explain why there are 4 question boxes under the Survey Name box.  Also, how does one delete a survey and the questions that they no longer need?

    Jun 01, 2015 09:38
    1. Catherine Siderine

      Hi Lisa,

      Thanks for your comment, and sorry for the delayed response. I have sent your questions to the person who maintains this content.


      Sep 03, 2015 06:53
  2. Ricky R

    Hi Catherine,


    I don't get this statement 'If you configure fewer than four survey questions, the undefined question boxes are displayed to requesters as read-only boxes without questions.'

    Since i already tried to create 5 questions, the fifth question is still can viewed and answered by the users not as read only boxes as you mentioned before.


    Dec 11, 2016 10:30
    1. Anagha Deshpande

      Hello Ricky,

      I will check this with SME and will write back to you.



      Jan 04, 2017 10:03
      1. Anagha Deshpande

        Hello Ricky,

        If you have more than four questions, all the questions are visible to the users. The read-only boxes will appear only if you have less than four questions.




        Jan 06, 2017 04:30