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.
You can complete the following tasks in Dev Studio:
- Creating a stand-alone question with a single answer
Support information gathering when a case is offline by creating a stand-alone, single-answer question, which you can reference outside the context of a questionnaire. For example, during a conversation with a customer service representative (CSR), you can ask the customer a single question about their satisfaction with the CSR's service.
- Creating a stand-alone question with multiple answers
Gather information when a case is offline by creating a stand-alone, multi-answer question in Dev Studio. You can reference stand-alone questions outside the context of a questionnaire, for example, while processing an order, you can ask the customer a single question about their satisfaction with the sales application.
- Reusing answers in questions
Create more personalized and comprehensive questionnaires by reusing the answers to questions in subsequent questions. For example, in a sales application, a question prompts the user to enter their name, and then all following questions can start with the answer that the user provides.
- Creating questions in bulk
Develop your questionnaires more quickly by creating several questions at the same time. For example, a marketing specialist creates a large number of questions and their variations to collect information for a new campaign, and an application developer uses the questions to develop several questionnaires.
- Asking a question in a case
Collect a single response from a user who processes a case by using the Question shape in a case life cycle. By isolating individual questions, you can selectively capture user input without the formal structure of a questionnaire. For example, in a home insurance process, a case worker asks a customer what kind of offers they want to receive in the future.
- Asking a group of related questions in a case
Collect information from a user who processes a case by using the Question page shape. By providing a structured format for questions and answers, you can quickly incorporate user feedback into a case. For example, in a car insurance case, a case worker asks a customer a set of questions about the circumstances of an accident, and then uses the answers to create a summary of the insurance claim.
- Creating reports based on questionnaires in Dev Studio
Analyze and manage data from questionnaires in your standard Pega Platform applications by creating and configuring report definitions. For example, in a shopping application, you can view the responses from several questionnaires about customer hobbies at once, and display the data as a chart that helps you visualize the distribution of favorite pastimes in different age groups, to help you prepare a new sales offer.