This documentation supports the 23.3 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.To view an earlier version, select the version from the Product version menu.

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.

Required license

DWP Advanced icon.png BMC Helix Digital Workplace Advanced

Related topic

Adding-a-questionnaire-to-a-service


QuestionsDesigner.png


Important

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.

Important

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:

Task

Reference

Access the Questions Designer and to learn how to use it

Learn how to create a questionnaire

Familiarize yourself with question types and question settings

Configure a questionnaire for multi-request services

Create selection menus for question responses

Create questions with a single select or multiselect table for response selection

Pull data from external applications into questionnaires

Configure conditions for questions

Configure a questionnaire to share user responses between multiple services in the same cart

Configure a questionnaire to prepopulate question fields with answers from external assets

Configure confidential questions to restrict unauthorized users from viewing confidential information submitted as answers to service request questions

Creating questionnaires for To-dos