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.
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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.
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 |