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Using advanced questionnaire features in Dev Studio

Suggest edit Updated on November 26, 2021

Use Dev Studio to collect information from users in advanced use cases for which providing questionnaires in a low-code way in App Studio is not sufficient. For example, you can run a single question in a case life cycle to use the question in offline mode, reuse answers in other questions, and import a large number of questions by using an Excel template.

You can complete the following tasks in Dev Studio:
  • Creating a stand-alone question with a single answer

    Support information gathering when a case is offline by creating a stand-alone, single-answer question, which you can reference outside the context of a questionnaire. For example, during a conversation with a customer service representative (CSR), you can ask the customer a single question about their satisfaction with the CSR's service.

  • Creating a stand-alone question with multiple answers

    Gather information when a case is offline by creating a stand-alone, multi-answer question in Dev Studio. You can reference stand-alone questions outside the context of a questionnaire, for example, while processing an order, you can ask the customer a single question about their satisfaction with the sales application.

  • Reusing answers in questions

    Create more personalized and comprehensive questionnaires by reusing the answers to questions in subsequent questions. For example, in a sales application, a question prompts the user to enter their name, and then all following questions can start with the answer that the user provides.

  • Creating questions in bulk

    Develop your questionnaires more quickly by creating multiple questions at the same time. For example, a marketing specialist creates a large number of questions and their variations to collect information for a new campaign, and an application developer uses the questions to develop several questionnaires.

  • Asking a question in a case

    Collect a single response from a user who processes a case by using the Question shape in a case life cycle. By isolating individual questions, you can selectively capture user input without the formal structure of a questionnaire. For example, in a home insurance process, a case worker asks a customer what kind of offers they want to receive in the future.

  • Asking a group of related questions in a case

    Collect information from a user who processes a case by using the Question page shape. By providing a structured format for questions and answers, you can quickly incorporate user feedback into a case. For example, in a car insurance case, a case worker asks a customer a set of questions about the circumstances of an accident, and then uses the answers to create a summary of the insurance claim.

  • Creating reports based on questionnaires in Dev Studio

    Analyze and manage data from questionnaires in your standard Pega Platform applications by creating and configuring report definitions. For example, in a shopping application, you can view the responses from several questionnaires about customer hobbies at once, and display the data as a chart that helps you visualize the distribution of favorite pastimes in different age groups, to help you prepare a new sales offer.

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