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Create questionnaires in a low-code way in App Studio (8.6)

To gather data from users of your application, you can now prepare questionnaires in a low-code and user-friendly way in App Studio, without switching to Dev Studio. App Studio offers all the tools that you need to create and then manage questionnaires, for example, creating question pages and populating them with questions. To provide a familiar experience, creating a new questionnaire in App Studio is based on the same mechanism as creating a case type, as in the following figure:

Questionnaire as a case type in App Studio
Creating questionnaires in App Studio
Questionnaire as a case type in App Studio

To meet the needs of wider audiences and to accommodate the latest Pega Platform™ features, App Studio supports questionnaires both for standard Pega Platform applications and for software that you build on Cosmos React. However, you can use some question types only in standard Pega Platform applications.

For more organized management of data, questionnaires store the answers to questions in objects from a data model instead of autogenerated properties. By associating a data object with an answer, you can easily and efficiently reuse the answers that users provide across your application. For example, if a customer provides their customer ID when completing a questionnaire, you can easily reuse the ID in related cases. You can also find the data in your application faster because you precisely know what data object corresponds with a specific question.

To promote reuse across your application and to organize questions more effectively, you now add questions to question pages, instead of creating stand-alone questions. As a result, you can reuse an entire set of questions and avoid creating multiple similar, stand-alone questions. For example, to ask users to rate the customer service, you can create a question page that stores a group of related questions. Then, you can reuse the whole question page in different questionnaires.

The following figure shows the authoring of a question page in App Studio:

Questionnaire authoring experience in App Studio
Authoring a questionnaire in App Studio
Questionnaire authoring experience in App Studio
In previous releases, Pega Platform referred to questionnaires as surveys. Despite the change of name, the authoring experience remains unchanged.

For more information, see Designing questionnaires and Creating a questionnaire.

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