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Creating a questionnaire

Updated on March 29, 2022

Collect a wide range of information from users by providing questionnaires in a low-code way in App Studio. By including questions in different formats, you ensure that you gather the precise data that you need for your business processes.

For example, after a customer service representative (CSR) finishes processing an insurance claim review case for a customer, the customer can complete a questionnaire to provide feedback on the CSR's performance.
Questionnaires store answers to questions in data objects in a data model. You can reuse data objects across your application. For example, if a customer provides a case ID in a questionnaire, you can use the data object that stores the case ID in other, related cases. To speed up the creation of your questionnaire, you can then upload an .xlsx or .csv file that contains a data model.
  1. In the navigation pane of App Studio, click Case types.
  2. In the header of the Case types landing page, click New.
  3. In the Create case type dialog box, in the Case type name field, enter the name of your questionnaire.
    For example: Enter Feedback on CSR.
  4. Expand the Advanced section, and then, in the Type section, select Questionnaire.
  5. Optional: To speed up the development of your questionnaire, reuse assets from another case type:
    1. Expand the Advanced section.
    2. In the Reuse assets from list, select a case type that you want to reuse.
  6. Optional: To provide fields for your questionnaire upon creation, upload a file that contains a data model:
    1. Expand the Advanced section, and then select the Create data model using spreadsheet check box.
    2. Click Next.
    3. In the Select file dialog box, click Choose File.
    4. Navigate to the file with the data model, and then click Open.
    5. Click Next.
    6. In the Create fields dialog box, specify field names and field types, and then click Create.
  7. Click Save.
What to do next: Populate your questionnaire with questions. For more information, see Adding a question page to a questionnaire.
  • Adding a question page to a questionnaire

    To organize related questions, create a question page. You can reuse a question page across multiple questionnaires, and as a result, speed up the development of your application.

  • Adding a question to a question page

    Prompt users for information in a format that you define by adding a question to a question page. At run time, users interact with questions that you provide and deliver data that your business processes require to reach resolution. By engaging multiple types of questions, you can collect the exact information that you need.

  • Best practices for creating questionnaires

    You can use questionnaires to gather information from users. Apply best practices that can help you create questionnaires that are easy to use and maintain. For example, if you create a questionnaire about customer service satisfaction with short, precise questions grouped into pages based on the service area, you can then quickly adjust the visibility of particular pages based on the user input, and conveniently reuse parts of your questionnaire in the future.

Related articles

Configuring a data model for a caseRunning a questionnaire in a caseBest practices for creating questionnaires

Tags

Pega Platform 8.6 Case Management

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