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Creating a survey

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Create a survey to provide a structure for the questions that users answer in a case.

  1. In the header of Dev Studio, click Configure Case Management Survey .

  2. Click Create survey.

  3. 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.


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