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Designing questionnaires


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Gather information quickly from users while they process a case by designing a questionnaire. When users complete a questionnaire, the answers that they provide can capture the details that you need to successfully resolve your Microjourney.

By taking advantage of the multiple formats that questions can take in your questionnaires, you ensure that you capture the precise information that your business processes require. For example, you can provide a text box in which users can enter their answers directly, or create a radio button matrix, so that users can select their answers from a group of radio buttons. To save time, you can collect related questions on one page, and then reuse that page in other questionnaires. For instance, you can create a question page that captures details about customer satisfaction, and then reuse that question page in questionnaires about different business processes.

The following figure shows the process of authoring a questionnaire that collects a customer's answers about their stay at a spa resort, and the same questionnaire at run time:

Designing a questionnaire and running it in your application
Editing a questionnaire, and filling the questionnaire at run time
  • Creating a questionnaire

    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.

  • Running a questionnaire in a case

    Collect a wide variety of information from your application users by running a questionnaire in a case. By providing questions and collecting answers in a structured format, you can quickly incorporate user feedback into a case. Reusing questionnaires speeds up the development of your application and helps you deliver accurate applications that precisely meet the business needs of the users.

  • Fine-tuning your questionnaire

    Refine the way that your questionnaire displays questions and evaluates answers to ensure that you collect valid information in a case. For example, you can define conditions for displaying a question or a question page, validate the answers that the users provide, and define the run-time order of the questions in your questionnaire.

  • Visualizing questionnaire data by creating insights in Cosmos React

    Analyze and manage data from questionnaires in your application by using insights. For example, you can view the service quality questionnaires from multiple respondents at once, and display their responses as an interactive chart that provides an overview of their satisfaction with the service.

  • Using advanced questionnaire features in Dev Studio

    Use Dev Studio to collect information from users in advanced use cases for which providing questionnaires in a low-code way in App Studio is not sufficient. For example, you can run a single question in a case life cycle to use the question in offline mode, reuse answers in other questions, and import a large number of questions by using an Excel template.

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