Creating a survey

You can create a survey to present one or more questions to a user in a format that you define. By using a structured format for your questions, you can quickly gather information in a case.

1. Create the underlying survey rule.

2. Add question pages to the survey.

3. Add questions to each question page, based on the type of answer that users provide:

   • Use simple questions to capture single answers.

   • Use complex questions to capture a series of answers.

4. Check the survey for conflicts.

5. Preview the survey to review its structure.

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

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