Linking questionnaires

Application management : Configuration : Self-Service : Web configuration : Configuring web definitions : Self-Service modules : Service requests : Linking questionnaires

You can provide response options on the web definition for service requests, to enable users to provide answers to questions specified by the Planon administrator.

Procedure

1. Go to Web definitions > Service Requests.

2. On the action panel, click Add Service request.

3. Create or open a Service requests definition.

4. Select the Service Request node and click the Questionnaire tab.

5. Specify whether you want to use the questionnaire that belongs to the linked standard request.

6. You can also add another questionnaire (defined in Questionnaire Manager) to the service request definition, either as an addition or as an alternative. For a description of the fields, refer to Questionnaire fields.

7. Click Save to apply your changes.

Do not delete or unlink questions in Questionnaire Manager. If you want to remove a question in Questionnaire Manager, you must first unlink it in Web Configuration .