Adding a questionnaire to a service
As a catalog administrator, internal service supplier, or internal service supplier administrator, you must create a questionnaire for a workflow that contains process input variables. The questionnaire collects information from a user at the time of the request and passes it into the process workflow.
Process input variables from a workflow are automatically added to a related questionnaire.
Before you begin
Create a service, or modify an existing service. For more information, see Adding-and-updating-services.
Attach a workflow to a service. For more information, see Attaching-a-workflow-to-a-service.
Required license
To add a questionnaire to a service
- In BMC Helix Digital Workplace Catalog, select Services > Services, and open a service that has a workflow attached to it.
- In the Service Options panel, click Edit next to Workflow.
- On the Workflow & Questions pane, click Add next to Questions.
In the Questionnaire Library, search for an available questionnaire that you would like to attach to a workflow, select it, and then click Save.
You can add a new questionnaire to a workflow only after you add it to the Questionnaire Library.
To add a new questionnaire to the Questionnaire Library
- Open the Questionnaire Library in one of the following ways:
- On the Workflows page, select a workflow, and then click Manage Questions.
- On the Service Management page, select a service, and perform steps described in To add a questionnaire to a service.
- Click Actions, and select one of the following options:
- To create a single user request questionnaire, select Create single user request
- To create a multi-user request questionnaire, select Create multi-user request. For more details about these options, see Adding-questions-to-a-questionnaire.
Where to go from here
Complete the required steps to create a questionnaire. For information about how to create a questionnaire, see Designing-a-questionnaire.