You can use the Survey shape to collect information from a user who is processing a case. By providing a structured format for questions and answers, you can quickly incorporate user feedback into a case.
- Add the Survey shape to the life cycle of your case.
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Hover over a process in a stage, and then click .
- Click Select.
- In the Select survey list, select the name of a survey.
- In the Route to field, press the Down Arrow key and then select the user who is responsible for answering the questions in the survey.
- Click Save.