Creating multiuser request questionnaires
As a catalog administrator, internal supplier administrator, or internal supplier, you can create multiuser request questionnaires for services that an end user can request on behalf of (OBO) multiple users. For information about multiuser services, see Submitting-service-requests-for-other-users.
An end user can submit a single multiuser request for up to 20 users. In addition to this limitation, you can set a default limit for all new multiuser request questionnaires. For details, see Setting privileges and limits for on-behalf-of requests.
Before you begin
- Create a service as described in Adding-and-updating-services.
- Create a workflow, and associate the workflow with the service as described in Attaching-a-workflow-to-a-service.
To create a multiuser request questionnaire
- In the Catalog console, go to Services > Services.
- Select the service for which you want to create a questionnaire.
- Click Edit next to Workflow.
- Click Add next to Questions.
- From the Actions list, select Create multi-user request.
- Configure a multiuser request questionnaire as required, and save it.
To convert a single-user request questionnaire to a multiuser request questionnaire
You can convert a single-user request questionnaire to a multiuser request questionnaire. Similarly, you can convert a multiuser request questionnaire to a single-user request questionnaire.
- In the Catalog console, go to Services > Services.
- Select the service with the questionnaire that you want to update.
- Click Edit next to Workflow.
- Click Add next to Questions.
- In the Questionnaire Library, select a single-user request questionnaire.
- From the Actions menu, select Copy as multiuser request.
- Configure a multiuser request questionnaire as required, and save it.
To configure a multiuser request questionnaire
- Open a multi-user questionnaire in the Questions Designer.
- (Optional) To modify the default multiuser request limit, select a value from the User limit list.
To collect unique answers from each OBO user, select the Page questions collect unique answers from each user check box.
A page with unique answers will be hidden for the requester at checkout.
To collect common answers for all users, leave the check box unselected.
- Click Save.
- In the Name field, enter a descriptive name for the questionnaire.
- To attach the added questionnaire to the service, select the questionnaire, and click Save.
- Click Save.
To get unique answers against each multiuser request
To create questionnaires with fields prepopulated from external asset forms, you must create service actions. To learn how to create service actions, see Creating-a-questionnaire-with-answers-prepopulated-from-an-external-asset-form.
Where to go from here
After you have associated your service with a multiuser request questionnaire, approve it and publish to make it available to end users, as described in Approving-and-publishing-services.