- Navigate to the questionnaire:
Choices Actions Open the questionnaire in App Studio
- In the navigation pane of App Studio, click Case types.
- In the list of case types, open a case type of the Questionnaire type that you want to edit.
Open the questionnaire in Dev Studio
- In the header of Dev Studio, click .
- Click the questionnaire that you want to edit.
- On the Questionnaire tab, on the question page that you
want to edit, add a question:
Choices Actions Create a new question
- Click .
- In the list of question types, select a type that you want to use, for example, select Text (paragraph).
- In the text editor, enter the text of the question.
For example: Enter What would you change in our customer service?
- If a question type that you want to create requires
additional formatting, provide relevant
configurations.For more information about formatting questions, see:
- Formatting text boxes in a questionnaire.
- Formatting a picklist in a questionnaire.
- Formatting a checklist in a questionnaire.
- Formatting a slider in a questionnaire.
- Formatting a radio button matrix in a questionnaire.
- Formatting a currency question in a questionnaire.
- Formatting a decimal question in a questionnaire.
Note: Only standard Pega Platform applications support most questions that require formatting. Applications based on Cosmos React do not display formatted questions. A picklist is the only formatted question that you can use both in standard Pega Platform and Cosmos React applications. You can use currency and decimal questions only in Cosmos React applications. Reuse an existing question
- Click .
- In the Questionnaire library dialog box, select a question that you want to reuse, and then click Add next to the question.
- Close the dialog box by clicking Add.
- In the Map answer to field list, select a field in the
data model that stores the answer:
Choices Actions Reuse an existing field In the list, select the field from a data model. Create a new field
- In the list, click Create New.
- In the Add field dialog box, in the
Field name field, enter the name,
for example, enter
SatisfactionLevel.The field type is the same as the question type.
- Optional: To provide additional configuration for the field, expand the Advanced section, and then provide a new field ID, a description, and the maximum number of characters of the value that the field stores.
- Click Submit.
- Optional: To ensure that users answer a question, mark the question as required.For more information, see Making a question required in a questionnaire.
- Optional: To ensure that users provide answers in an expected format, create a
validation.For more information, see Validating answers in a questionnaire.
Result: If the validation fails at run time, users receive an error message. Users need to correct the answers with failed validation before submitting the questionnaire.
- Optional: To display the question only in selected scenarios, configure visibility
conditions.For more information, see Conditionally displaying a question in a questionnaire.
Result: At run time, the questionnaire displays the question only if the visibility conditions evaluate to true.
- Optional: To manage your questions efficiently, categorize the question:
- In the Question settings pane, in the Category section, click the Properties icon.
- In the Category field, enter the category, for example, CustomerService.
- Click OK.
- Optional: To add more questions to the question page, repeat steps 2 through 7.
- Click Save.
- Formatting text boxes in a questionnaire
Format multiple text boxes in a questionnaire to ask users to provide short text answers. For example, in a questionnaire for job candidates, you ask users to provide their university major, previous employer, and a name of their own business if they have one.
- Formatting a picklist in a questionnaire
Format a picklist in a questionnaire to define the choices that users can select to answer a question. With a picklist, users can select only one answer to a question. For example, you can ask users about their rating of customer service in your company, and then provide a choice of answers that range from excellent to poor.
- Formatting a checklist in a questionnaire
Format a checklist in a survey to define the choices that users can select to answer a question. With a checklist, users can select multiple answers to a question. For example, in a questionnaire for job applicants, you can ask users to select the languages that they speak.
- Formatting a slider in a questionnaire
Format a slider in a survey to control the range of values from which users select an answer. For example, you can ask how many days users work each week by formatting a slider with the values one through seven.
- Formatting a radio button matrix in a questionnaire
Format a radio button matrix in a survey to ask a series of related questions that users answer by selecting one option from a repeating group of radio buttons. In a radio button matrix, in each row, users can select an answer from only one column. For example, you can ask users to rate their pain threshold on a scale of one to five for different activities, such as swimming, running, or walking.
- Formatting a currency question in a questionnaire
Enable users of your application to provide answers that precisely fit their financial business scenarios by creating a question of a currency type. As a result, users can clearly link the number that they provide to the amount of money in a specified currency.
- Formatting a decimal question in a questionnaire
Help users of your applications provide detailed and accurate answers that require numbers by creating decimal questions. At run time, users can enter numbers that include decimals after a separator to provide very detailed information. As a result, your application can precisely meet even the most specific business requirements.
- Scoring answers in a questionnaire
Calculate a cumulative score based on your questionnaire results, to generate metrics and trends for a specific focus group. For example, in a questionnaire about satisfaction with customer service, you can assign high scores to better ratings and low scores to poorer ratings to quickly calculate the general satisfaction level of customers.