Asking a group of related questions in a case

You can use the Question page 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.

Create a question page.
  1. In the Explorer panel, click Case types, and then click the case type that you want to open.
  2. On the Worklow tab, click Life cycle.
  3. Hover over a process in a stage, and then click + Step > More > Utilities > Question page.
  4. Click Select.
  5. In the Select question page field, press the Down Arrow key, and then select the name of your question page.
  6. Optional: Ask a specific user, instead of the current case worker, to answer the questions on the page.
    1. In the Route to list, select Specific user.
    2. In the Operator field, press the Down Arrow key and then select the name of a user in your application.
  7. To control whether the question page is displayed in the case at run time, press the Down Arrow key in the Display when field, and then select a when condition.
  8. Click Save.