Calling a survey from a flow

You can call a survey from a flow to collect information from users while they process a case. By using the Subprocess shape, you can integrate a survey with the life cycle of a case.

Tip: Use multiple subprocesses in the same flow to call a group of surveys in succession. This approach is helpful if you need to upgrade a deprecated survey group.

To call a survey from a flow:

1. Open a flow in Process Modeler.

2. On the Diagram tab, click the Shape palette icon and drag the Subprocess shape to a position on the flow diagram.

3. Connect the Subprocess shape to other shapes in the flow.

4. Double-click the Subprocess shape to open the Subprocess properties dialog box.

5. In the Subprocess field, enter a name that describes the purpose of the subprocess.

6. In the Subprocess details section, call a survey based on the type of your flow.

   To call the survey from a flow:

   1. In the Flow name field, press the Down Arrow key and select SurveyDriver.

   2. In the Survey field, press the Down Arrow key and select the name of the survey that you want to call from the flow.

   3. In the RoutingType field, select Operator or WorkBasket, based on who answers the questions in the survey at run time.

      You can then provide the name of a work queue or the ID of a user in the RouteToWorkbasket and RouteToOperator fields, respectively.

   4. Optional: In the SLA field, press the Down Arrow key and select a service-level agreement that defines the suggested and required completion times for the survey.

   To call the survey from a screen flow:

   1. In the Flow name field, press the Down Arrow key and select SurveyDriverScFlow.

   2. In the Survey field, press the Down Arrow key and select the name of the survey that you want to call from the screen flow.

   3. In the RouteToOperator field, press the Down Arrow key and select the ID of the user who answers the questions in the survey at run time.

7. Click Submit to close the Subprocess properties dialog box.

8. Click Save.

By default, all questions in a flow are displayed on one screen, and each question page in a screen flow is displayed on a separate screen. You can change this behavior by defining a different display method for the survey.

Note: This functionality is available when you purchase and install the PegaSurvey application.

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