You are here: Case management > Surveys > Integration methods for surveys > Asking a question in a case

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.

To support users in offline mode, use several Question shapes instead of one Survey shape.

  1. Add the Question shape to the life cycle of your case.

    1. On the Workflow tab, click Life cycle.

    2. Hover over a process in a stage, and then click + Step > More > Utilities > Question.

      For advanced processes, click Configure process to add the shape to the flow canvas.

    3. Click Select.

  2. Choose a question to ask the user.

  3. Optional: To ensure that the user provides an answer to the question, select the Required check box.

    Some formats, such as read-only text, do not support this option.

  4. Optional: To validate the answer that the user provides, define pre and post processing.

    1. In the Pre-question processing activity and Post-question processing activity fields, press the Down Arrow key and select the name of an activity.

      These activities are called when the user is online.

    2. In the Pre-question javascript function and Post-question javascript function fields, enter the names of functions that are bundled and attached to the harness of the case.

      These functions are called when the user is offline.

  5. Click Save.

You must purchase a separate license before using survey functionality in your application.