Exploring the Question Designer

Before you begin

Create either or both of the following items:

• A service that will use the questionnaire, as described in Adding-and-updating-services
• A workflow that will use the questionnaire, as described in Workflows-for-service-fulfillment

To access the Question Designer

You access the Question Designer by either of the following methods:

• To select or create the questionnaire for a service item
• To access the questionnaires that are associated with a specific workflow

To select or create the questionnaire for a service item

1. On the Services tab, double-click a service. 
2. On the Service Options tab, expand the status and click Workflows & Questions.
   
3. On the Workflow & Questions pane, perform one of the following actions:

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  • If no questions are selected, click Add next to Questions. 
  • If questions are selected, click Edit next to Questions.
    
    

To access the questionnaires that are associated with a specific workflow

1. Go to Workflows.
2. Select a workflow, and then select Actions > Manage Questions.
   
3. On the Questionnaire Library pane, perform one of the following actions:

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  • To modify an existing questionnaire, select the questionnaire, and then select Actions > Edit. 
  • To create a new questionnaire, select Actions > Create New.

Overview of the Question Designer interface

The Question Designer consists of the following elements:

• Questions tab
• Actions tab
• Canvas

Questions tab

From the Questions tab, you can add questions to the canvas. 

• Process Questions: Each process question in this section is an input variable in the workflow. You  must drag all required questions to the canvas, so that they appear in the questionnaire. The information captured by these questions is passed into workflows.
• User Generated Questions: After you add a question to the canvas, it appears here. This section is empty until you add questions to the canvas.
• Non-process Questions:  This section shows question field types that you can add to the canvas. Non-process questions are not used in the workflow process. Non-process questions include information that you add to the questionnaire, such as section headings (Section) and descriptive text (Description). Non-process questions also include question types, which you can use to guide the user through the questionnaire. 

Actions tab

Through actions, you can make it easier for the user to complete the questionnaire by populating or updating question responses with information from Remedy forms. When the user makes a request, actions can be triggered when the questionnaire opens. For example, when the service questionnaire opens, an action can populate the Approver question with the requester's manager. Actions can also be triggered when the user responds to a question. For example, when the user selects a value for the Site question, an action can populate the shipping address questions. You can add actions only after there are applicable questions on the canvas.

For details about actions and triggers, see Creating-questions-with-default-responses.

Canvas

The canvas represents the questionnaire. A new canvas does not include any questions until you add them from the Questions tab. 

On the canvas you can perform the following actions:

• Rearrange the order of the questions by using drag and drop.
• Group the questionnaire into multiple pages (If the service questionnaire includes many questions).
• Edit questions in the questionnaire.
• Delete questions from the questionnaire.