Configuring and Creating Questionnaire Event

Page Name	Definition Name	Usage
Recipient List Page	EOQF_RECIPIENT_FL	Add or edit a recipient list for questionnaire events.
Text Placeholder Definition Page	EOQF_SUBST_FL	Create text placeholders for questionnaire event notifications.
Notification Template Page	EOQF_NOTIF_FL	Add or edit notification message text for questionnaire events.
Configurable Trigger Page	EOQN_TECH_CONFIG	Configure setup data for use in creating questionnaire events that trigger questionnaires from application pages.
Review Event Mapping Page	EOQN_MAP_CFG_SEC	View or update the generated event mapping for the portal registry.
Manage Questionnaire Events Page	EOQF_EVENT_ADMN_FL	View, update, add, delete, and copy questionnaire events.
Create Questionnaire Event Page	EOQF_EVENT_ADD_SCF	Create a new questionnaire event and define basic event information.
Define Event Configuration Page	EOQF_EVENT_CNFG_FL	Specify questionnaire event details and recipients.
Define Notification Settings Page	EOQF_EVENT_NOTF_FL	Associate one or more notifications with the questionnaire event.
Notification Designer Page	EOQF_NOTF_DSGN_SCF	Create a notification for the questionnaire event.
Process Questionnaire Event Page	EOQF_EVENT_PRCS_FL	Activate or Deactivate the Questionnaire Event.
Statistics Page	EOQF_EVNT_STAT_SCF	View data related to the questionnaire event, such as response status and processing history.
Clone Questionnaire Event Page	EOQF_CLONE_EVN_SCF	Copy an existing questionnaire event.
Adhoc Notification Execution Page	EOQF_EVENT_RUNCNTL	Run an adhoc notification process for a specific questionnaire event.

A questionnaire event allows you to share questionnaires with recipients outside of an activity guide, using email and push (in-app) notifications.

The Questionnaire Event feature enables you to:

Define parameters for the event, such as start date and frequency of the event.
Associate a questionnaire with the event.
Specify recipients and associate them with the event.
Define notifications and associate them with the event.
Initiate an adhoc notification process for an event.
View statistical data for the event.

PeopleSoft supports these types of questionnaire events:

Single
Use this event type to send questionnaires using notifications for one-time activities, for example, send surveys to employees to provide feedback on training programs they completed.
Continuous
Use this event type to send questionnaires using notifications for ongoing activities, for example, send surveys to new hires to share feedback a month after onboarding the company.
Application Generated
Use this event type to trigger questionnaires in real time and notify users when application pages are saved, for example, send questionnaires to request additional information when users submit HR HelpDesk cases in Employee Self-Service.
Application Generated questionnaire events send out notifications immediately when transactions are saved and the triggering conditions in the event configuration are met. It is different from Single and Continuous event types, which send out questionnaire notifications using a scheduled batch process.
Note: The Application Generated event type is supported in FSCM as of Update Image 53.

Here are the high-level steps for setting up data for use when creating questionnaire events:

Define recipient lists on the Recipient List Page. When creating a questionnaire event, you need to specify a list of recipients to whom the questionnaires and notifications are sent.
If Notification Composer is enabled, define user lists in the Notification Composer Framework instead.
If the selected questionnaire event type is Application Generated, recipients are specified on the Configurable Trigger Page.
Define text placeholders that can be used in notification templates on the Text Placeholder Definition Page.
(For Application Generated event type only) Enable fields for use as additional text placeholders and in defining conditions for triggering questionnaires, specify recipients, and map trigger configuration to application pages on the Configurable Trigger Page.
Create text templates for use when composing notification texts on the Notification Template Page.
If Notification Composer is enabled, define text templates in the Notification Composer Framework using the Questionnaire Framework notification category instead.
See Also Creating and Managing Notifications with Notification Composer.

For information about the roles and permission lists delivered for the Questionnaire Framework, refer to the Understanding Security in Questionnaire Framework topic.

Follow these steps to create questionnaire events in an activity guide process:

Create a questionnaire event using the Create Questionnaire Event Page.
Specify event details using the Define Event Configuration Page.
Associate notifications with the event using the Define Notification Settings Page.
Activate the questionnaire event using the Process Questionnaire Event Page.

Sending Questionnaire Event Notifications

After event activation, set up a schedule to run the EOQF_PROCESS job (for example, nightly) in the system. It selects all active questionnaire events and sends out corresponding notifications when the scheduled dates of the notifications match the current date.

Note: This scheduling task is applicable to questionnaire events of Single and Continuous types only.

Use the Recipient List page (EOQF_RECIPIENT_FL) to add or edit a recipient list for questionnaire events.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Recipient List > Recipient List

Note: Use this page to define recipient lists for Single and Continuous event types when Notification Composer is not enabled. Recipient lists for the Application Generated event type are defined on the Configurable Trigger Page.

Field or Control	Description
Recipient List ID	Displays the recipient list ID you entered prior to accessing this page.
Description and Long Description	Enter a meaningful short and long description for the recipient list.
Recipient List Source	Select a source for the recipient list. Available values are: Application Class: Select this value to use a PeopleTools application class (PeopleCode program) as a source for the recipient list. When you select this value, the Root Package ID, Qualified Package/Class Path, Application Class ID, and Method fields appear in the Select Source section of the page. Query: Select this value to use a PeopleSoft query as a source for the recipient list. When you select this value, the Query Name field appears in the Select Source section of the page. Role: Select this value to use a role as a source for the recipient list. When you select this value, the Role Name field appears in the Select Source section of the page. SQL Definition: Select this value to use a SQL definition as a source for the recipient list. When you select this value, the SQL Object Identifier field appears in the Select Source section of the page.
Root Package ID	Select the Root package associated with the PeopleTools Application Class that acts as the source for the recipient list. This field appears only when Application Class is selected as the Recipient List Source.
Qualified Package/Class Path	Select the path that defines the location of the PeopleTools Application Class to be used as a source for the recipient list. This field appears only when Application Class is selected as the Recipient List Source.
Application Class ID	Select the PeopleTools Application Class to be used as a source for the recipient list. This field appears only when Application Class is selected as the Recipient List Source.
Method	Select the method associated with the PeopleTools Application Class to be used as a source for the recipient list. This field appears only when Application Class is selected as the Recipient List Source.
Query Name	Select the PeopleSoft query to be used as a source for the recipient list. This field appears only when Query is selected as the Recipient List Source.
Role Name	Select a role to be used as a source for the recipient list. This field appears only when Role is selected as the Recipient List Source.
SQL Object Identifier	Select the SQL Object to be used as a source for the recipient list. This field appears only when SQL Definition is selected as the Recipient List Source.
Preview Recipient List	Select to access the Preview Recipient List page and view recipient list details, such as user ID and email address.

Use the Text Placeholder Definition page (EOQF_SUBST_FL) to create or edit text placeholders for questionnaire event notifications.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Text Placeholder Definition > Text Placeholder Definition

Field or Control	Description
Text Placeholder ID	Displays the text placeholder ID you entered prior to accessing this page.
Description	Enter a meaningful description for the text placeholder.
Status	Select a status for the text placeholder.
Root Package ID	Select the root package associated with the PeopleTools Application Class that acts as the source for the text placeholder.
Qualified Package/Class Path	Select the path that defines the location of the PeopleTools Application Class that acts as the source for the text placeholder. Options listed are based on the selected Root Package.
Application Class ID	Select the PeopleTools Application Class that acts as the source for the text placeholder.
Application Class Method Name	Select the required PeopleTools Application Class Method to invoke.
User ID and Resolve	Select the ID of the user and click the Resolve button.
Resolved Data	The name of the user based on the selected ID is displayed.

Use the Notification Template page (EOQF_NOTIF_FL) to add or edit notification message text for questionnaire events.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Notification Template > Notification Template

Note: Use this page to create notification content when Notification Composer is not enabled.

Field or Control	Description
Notification ID	Displays the notification ID you entered prior to accessing this page.
Description	Enter a meaningful description.

Text Placeholders

Use this section to review text placeholders available for the notification. Text placeholders enable you to insert variable text into the notification message and subject text. For example, you can add a text placeholder for employee name within the subject text. When the notification is sent to a group of employees, each employee has their own name in the subject.

Use the Text Placeholder Definition Page to add new text placeholders as needed.

Field or Control	Description
Text Placeholder ID	Displays the ID of the text placeholder.
Description	Displays a description of the text placeholder.

In App Notification

Use this section to create online notification message content.

Field or Control	Description
Message	Enter the message text for the online notification. You can use text placeholders here.
Override in Event Designer	Select this check box if you want to make this message text editable in the Event designer.

Field or Control

Description

Message

Enter the message text for the online notification.

You can use text placeholders here.

Override in Event Designer

Select this check box if you want to make this message text editable in the Event designer.

Email Notification

Use this section to create email notification message content.

Field or Control	Description
Subject	Enter the subject. This text will be the subject line of the e-mail notification. You can use text placeholders here.
Override in Event Designer (Subject)	Select this check box if you want to make this subject text editable in the Event designer.
Message	Enter the message text for the e-mail notification. You can use text placeholders here.
Override in Event Designer (Message)	Select this check box if you want to make this message text editable in the Event designer.

Use the Configurable Trigger page (EOQN_TECH_CONFIG) to configure setup data for use in creating questionnaire events that trigger questionnaires from application pages.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Questionnaire Event Setup > Configurable Trigger

The configurable trigger setup is a technical administrator's task and is applicable to the Application Generated event type only.

Field or Control	Description
Purpose	Displays the usage entered for the trigger configuration.
Component and Market	Displays the PeopleSoft component and market specified for the trigger configuration.

Configure Fields

The system prepopulates all columns (except for Template Placeholder and Use in Rules fields) in this section with all record fields (level 0 fields), as well as their associated descriptions and bindings (Prompt Record, Prompt Field, Related Record, and Related Field fields) for the specified component. These fields can be used as bind parameters in notification templates and in condition definitions.

Field or Control	Description
Description	The label of the field can be updated if needed.
Template Placeholder	Select for the field to be available for use as text placeholder in notification templates.
Use in Rules	Select for the field to be available for use in defining conditions for triggering questionnaires from application pages.

Query Based Recipients

Use this section to define recipients of questionnaire event notifications based on query results, if preferred.

Field or Control	Description
Recipient List ID	Enter a unique identifier for the recipient type, for example, Case Contact or Case Assigned To.
Source	Select a source for the recipient list. Available values are: Query: Select this value to use a PeopleSoft query as a source for the recipient list. SQL Definition: Select this value to use a SQL definition as a source for the recipient list.
Value	Select the applicable SQL definition or query, based on selected source.
Bind Record and Bind Field	Specify the record and field as bind data for the selected query or SQL definition, which will be resolved in real-time from the component buffer. The output returns each recipient in the form of an email address or user ID.

Page Field Recipients

Use this section to define recipients of questionnaire event notifications based on page fields, if preferred.

Field or Control	Description
Recipient List ID	Enter a unique identifier for the recipient type, for example, Case Contact or Case Assigned To.
Field Type	Specify if the page field will be used to return recipients in the form of email address or user ID.
Record and Field	Specify the prompt record and field from which the system resolves the email address or user ID directly from the current page context.

Map Configuration to Portal Registry

The system prepopulates this section with all portal registries pertaining to the specified component.

Field or Control	Description
Select	Select to map this configurable trigger setup to one or more portal registries. This mapping identifies the application pages from where questionnaires and notifications can be triggered when the pages are saved.
Review Event Mapping	Select this link to view or update the generated event mapping setup on the Review Event Mapping Page.

Use the Review Event Mapping page (EOQN_MAP_CFG_SEC) to view or update the generated event mapping for the portal registry.

Navigation:

Select the Review Event Mapping link on the Configurable Trigger page.

Field or Control	Description
Event Name	Select a PeopleCode event, SavePostChange or SavePreChange. The system prepopulates a SavePostChange event mapping entry with Post processing sequence for each selected content reference. You can update the existing or add new entries if needed.
Processing Sequence	Select Post or Pre as the processing sequence.

Field or Control

Description

Event Name

Select a PeopleCode event, SavePostChange or SavePreChange.

The system prepopulates a SavePostChange event mapping entry with Post processing sequence for each selected content reference. You can update the existing or add new entries if needed.

Processing Sequence

Select Post or Pre as the processing sequence.

Use the Manage Questionnaire Events page (EOQF_EVENT_ADMN_FL) to view, update, add, delete, and copy questionnaire events.

Navigation:

Enterprise Components > Questionnaire Framework > Questionnaire Event > Manage Questionnaire Events > Manage Questionnaire Events

Field or Control	Definition
Filter	Filter event results displayed in the grid.
Create Event	Select this button to access the Create Questionnaire Event Page and create a new questionnaire event. There are four pages required to create a new questionnaire event: Create Questionnaire Event Page Define Event Configuration Page Define Notification Settings Page Process Questionnaire Event Page
Event ID	Displays the questionnaire event ID.
Event Name	Displays the questionnaire event name.
Event Type	Displays the questionnaire event type. Values are: App Continuous Single
Status	Displays the questionnaire event status. Values are: Active Draft Canceled Expired Inactive Deactivate or activate a questionnaire event using the Process Questionnaire Event Page.
Start Date	The date on which the questionnaire event link is active.
End Date	The date on which the questionnaire event link expires.
Statistics	Select to access the Statistics Page and view data related to the questionnaire, such as response status and processing history.
Update Event	Select to access the Define Event Configuration Page and view or edit the questionnaire event.
Delete Event	Select to delete the questionnaire event.
Clone Event	Select access the Clone Questionnaire Event Page and copy the questionnaire event.

Use the Create Questionnaire Event page (EOQF_EVENT_ADD_SCF) to create a new questionnaire event and define basic event information.

Navigation:

Select the Create Event button on the Manage Questionnaire Events page.

Field or Control	Definition
Event Name	Enter a name for the questionnaire event.
Event ID	Enter an event ID for the questionnaire event.
Event Type	Select the event type. Values are: Application Generated: Select this value if the questionnaire event is launched from an application page. Continuous: Select this value if the questionnaire event is an ongoing activity. Single: Select this value if the questionnaire event is a one-time activity.
Purpose, Component, and Market	Specify the purpose of the configurable trigger definition to use for the questionnaire event. The system populates the associated component and market automatically. These fields appear if the selected event type is Application Generated. Configurable triggers are defined on the Configurable Trigger Page.
Done	Select this button to access the Create Questionnaire Event activity guide and the Define Event Configuration Page.

Use the Define Event Configuration page (EOQF_EVENT_CNFG_FL) to specify questionnaire event details and recipients.

Navigation:

Select the Done button on the Create Questionnaire Event page.
Select the Update Event button of a questionnaire event row on the Manage Questionnaire Events page.

Define Event Configuration page (Single event type)

Define Event Configuration page (From Application event type)

Click the Next button to proceed to the next step in the create questionnaire event guided process. You can click any of the steps on the left-hand pane to access that particular step in the guided process if you had already visited that step.

Field or Control	Description
Event Name	Displays the event name, which you entered on the Create Questionnaire Event page.
Status	Displays the event status, which you entered on the Create Questionnaire Event page.
Description	Enter a meaningful description that explains the questionnaire event.

Conditions

This section is applicable to the Application Generated event type only.

Use this section to define the conditions that trigger the questionnaire of this event from an application page when the page is saved and all conditions are met.

Field or Control	Description
Add Condition	Select to enter conditions that trigger the questionnaire of this event using the page fields that appear.
Page Field	Specify the field used to define the triggering condition. Fields that have the Use in Rules field selected in the associated configurable trigger setup are available for selection.
Operator	Available operator values are contains, equals, and is null.
Prompt Value	Specify the field value for the condition. Prompt values come from the setup of the selected page field in the associated configurable trigger setup.

Questionnaire

Field or Control	Description
Category	Select the questionnaire category to which this questionnaire event belongs. For example, values for HCM are: BENEFITS COMMON OFFBOARDING ONBOARDING REMOTEWORKER Values for FSCM are COMMON and PROJECTS. The available category for CRM is COMMON. Questionnaire categories are defined in the Questionnaire Category Page.
Questionnaire Name	Select the questionnaire for the event. Available field values are based on the questionnaire category you select. Questionnaires are defined in the Define Questionnaire Page.
Start Date and End Date	Define the period in which the questionnaire is available to recipients using these date fields. These fields are not applicable to the Application Generated event type.
Expires after (In days)	Specify the number of days in which the instances of the questionnaire expire after they are launched. This field is applicable to the Continuous event type only.

Recipients

Field or Control	Description
Recipient List ID	Select a recipient list for the questionnaire event, based on your target audience. (If Notification Composer is enabled) Available recipient lists come from user lists that are defined on the Define User List Page for Notification Composer. (If Notification Composer is not enabled) Available recipient lists are defined on the Recipient List Page. (For Application Generated event type) Available recipient lists come from the associated configurable trigger setup.
Create	Select this button to access the Recipient List Page and create a new recipient list.
Preview Recipient List	Select this link to view users associated with the recipient list. You can also view email address for each user.

Field or Control

Description

Recipient List ID

Select a recipient list for the questionnaire event, based on your target audience.

(If Notification Composer is enabled) Available recipient lists come from user lists that are defined on the Define User List Page for Notification Composer.

(If Notification Composer is not enabled) Available recipient lists are defined on the Recipient List Page.

(For Application Generated event type) Available recipient lists come from the associated configurable trigger setup.

Create

Select this button to access the Recipient List Page and create a new recipient list.

Preview Recipient List

Select this link to view users associated with the recipient list. You can also view email address for each user.

Audit Information

This section displays the user ID and time-stamp associated with the creation and update of this questionnaire event.

Use the Define Notification Settings page (EOQF_EVENT_NOTF_FL) to associate one or more notifications with the questionnaire event.

Navigation:

Select the Next button on the Define Event Configuration page.
Select Define Notification Settings on the left panel of the Create Questionnaire Event component.

Select a notification row to view notification details in the Notification Designer Page.

Field or Control	Description
Add Notification	Select this button to access the Notification Designer Page and create a new notification for the questionnaire event.
Notification Type	Displays the notification type associated with the notification.
Notification Description	Displays the description associated with the notification.
Start Date	Displays the date on which the questionnaire event is available to recipients. Note: This field appears only when you select Post Event, Questionnaire Event or Pre Event as the notification type. For Questionnaire Event, the date defaults from the date given in the Define Event Configuration page.
Recurrence	Displays recurring notification information. This field only appears for the Follow Up Event notification type.

Use the Notification Designer page (EOQF_NOTF_DSGN_SCF) to create a notification for the questionnaire event. This page is only accessible within the Create Questionnaire Event activity guide.

Navigation:

Select the Add Notification button on the Define Notification Settings page.

Field or Control	Description
Notification Type	Specify the type of event associated with this notification. Available values are: Adhoc (for the Single event type only) Follow Up Event Post Event (for the Single event type only) Pre Event (for the Single event type only) Questionnaire Event
Notification Id	Specify the ID of the notification template to use for this notification. If Notification Composer is enabled, select from the notifications that are defined in Notification Composer. Only Questionnaire Framework notifications are available for selection. See Also Compose Notification - Search Page. If Notification Composer is not enabled, select from the notifications that are defined on the Notification Template Page.
Recurrence	Specify whether the notification is recurring. Available values are: Daily: Select this option if you want to send the notification daily. Weekly: Select this option if you want to send the notification every week. If you select this option, you need to specify the day of the week on which you want to send the notification. Note: This field only appears for the Follow Up Event notification type.

Field or Control

Description

Notification Type

Specify the type of event associated with this notification. Available values are:

Adhoc (for the Single event type only)
Follow Up Event
Post Event (for the Single event type only)
Pre Event (for the Single event type only)
Questionnaire Event

Notification Id

Specify the ID of the notification template to use for this notification.

If Notification Composer is enabled, select from the notifications that are defined in Notification Composer. Only Questionnaire Framework notifications are available for selection.

If Notification Composer is not enabled, select from the notifications that are defined on the Notification Template Page.

Recurrence

Specify whether the notification is recurring. Available values are:

Daily: Select this option if you want to send the notification daily.
Weekly: Select this option if you want to send the notification every week. If you select this option, you need to specify the day of the week on which you want to send the notification.

Note: This field only appears for the Follow Up Event notification type.