This documentation supports the 22.1 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.

Designing a questionnaire


As a catalog administrator, internal supplier administrator, or internal supplier, perform the following tasks and steps to create a service questionnaire. 

Step

Description

Reference

1

Open the Questions Designer to add a single-user questionnaire or a multiuser questionnaire.

2

(Optional) If you plan to create a lengthy and complex questionnaire, add questionnaire pages to later group questions related to each other.

By default, all questions that you drag onto the canvas are added to the default page.

3

Click + to add to canvas and configure the settings of a process question available on the Questions tab by default. Process questions are the process input variables configured in a workflow that is associated with this questionnaire.


4

(Optional) To create a new question, click Add on the User Generated Questions pane, and configure the question settings as required.


5

(Optional) To display questions based on end-user answers to other questions in a service questionnaire, create conditions for questions. 
You might need to create conditional questions if you have questions related to each other. 

6

(Optional) To prepopulate questions with default answers, create triggers that dynamically prepopulate questions with default responses based on user actions, or create questions with static default responses. 

7

(Mandatory for a multiuser request questionnaire) Configure the multiuser request questionnaire as required.

8

Save the questionnaire.

Not applicable

 

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