Adding a survey to a case

You can add a survey as a step in a stage to ask users for information while they process a case. By using the Survey smart shape, you can integrate a survey with the life cycle of a case. At run time, the survey is formatted to run in the case based on these settings.

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.

1. In the explorer panel of Designer Studio, click Cases and then click the name of a case type.In the navigation panel, click Cases and then click the name of a case type. If you are working offline, open a flow.

2. In the stage to which you want to add a survey, click + Step> More > Utilities, and select Survey.

3. Click Select to add a survey to the step.

4. In the Parameters panel, configure the survey:

   • Survey name - Press the Down Arrow key to select a survey from the list, or click the compass to create one.

   • Optional: Navigation type - Select how you want to display survey questions to the user.
     • Plain - All questions in a question page are displayed inline, and are arranged one below the other.
     • Tree - Questions in a question page are displayed one at a time. Users click the tree navigation link to view other questions on the question page.
     • Question page as a row - All questions in the question page are displayed in one row.
   • Optional: Run as screenflow - By default, all questions in a survey are displayed on one screen. Select to display the survey on multiple screens.
   • Optional: Screenflow type - Select Page per screen or Question per screen, based on your business requirements.
   • Optional: Show bread crumb - Select to add navigation links to each screen in the survey.
   • Assign to - Select a routing type, based on who answers the questions in the survey at run time. If you select Operator, enter a user ID. If you select Work queue, enter the name of a work queue.
   • Service level - Press the Down Arrow key to select the service-level agreement from the list that defines the suggested and required completion times for the survey.
   • Optional: Work status - Press the Down Arrow key to select a work status option.

   • Optional: In the Audit note field, press the Down Arrow key and select the name of a Rule-Message rule to control the text of instances added to the work item history (the "audit trail") when a flow execution completes this connector.

5. Click Save.

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

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