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.

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

  1. Create the survey.
    1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.
    2. Click Create survey.
    3. In the Create survey dialog box, enter the name of your survey, and then click Submit.
  2. Add question pages to the survey.
  3. Add questions to each question page.
  4. Optional: To change the run-time order of questions, add a branch to the survey.
You can test your survey by integrating it with your application or by clicking Run.