Creating a survey
Create a survey to provide a structure for the questions that users answer in a case.
In the header of Dev Studio, click.
Click Create survey.
In the Create survey dialog box, enter the name of your survey, and then click Submit.
- Adding a question page to a survey
Add a question page to a survey to organize related questions.
- Adding a question to a question page
Add a question to a question page to prompt users for information in a format that you define.
- Creating a stand-alone question
Create a stand-alone question, which you can reference outside the context of a survey, to support information gathering when a case is offline.
- Configuring advanced options for a question page
Adjust question pages to meet your specific business needs by configuring advanced options. For example, categorize question pages to
- Reusing answers in survey questions
To create more personalized and comprehensive surveys, reuse answers to questions in the subsequent questions. For example, if a question prompts users to enter their name, you can start the following questions with the answer.
- Creating questions in bulk
Create questions in bulk to speed up the development of your surveys.
- Asking a question in a case
You can use the Question shape to collect a single response from a user who is processing a case. By isolating individual questions, you can selectively capture user input without the formal structure of a survey.
- 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.
- Running a survey in a case
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.
- Best practices for creating a survey
You can use surveys to gather information from users. Before you create a survey, review these best practices.