- 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.
- 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.
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.
- Optional: To display the question only in selected scenarios, configure visibility
conditions.For more information, see Conditionally displaying a question in a questionnaire.
- 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.