Example of Notifications for Questionnaires That Are Triggered Real-Time From Applications
This topic provides an example of how to set up a questionnaire event in the Questionnaire Framework that triggers questionnaires in real time when a page is saved and the triggering conditions are met, and sends notifications to questionnaire recipients.
In this example, it is assumed that a questionnaire and a notification (Notification Composer) are already defined in the system.
Setting Up the Configurable Trigger and Questionnaire Event
In this example, the technical administrator created a configurable trigger setup for the self-service Case component in CRM, which can be used in creating questionnaire events (event type = Application Generated). Use the Configurable Trigger Page to specify:
Fields that can be used as bind variables when composing notifications, as well as in defining triggering conditions in questionnaire events.
Recipients of notifications.
Application pages from where questionnaires can be triggered in real time.
This screenshot illustrates the Configurable Trigger page where fields can be specified for use in notification templates and triggering conditions.
This screenshot illustrates the Configurable Trigger page where recipients are specified and portal registries mapped.
Next, the questionnaire administrator creates a questionnaire event that will trigger a questionnaire when a user saves an HR HelpDesk case that is created for a payroll issue. The user will receive an in-app notification about the questionnaire, requesting additional information for the case.
The type of this questionnaire event is Application Generated. Use the Define Event Configuration Page to specify:
The conditions for triggering the questionnaire: Case Category = Payroll
The questionnaire to use for the event: Payroll Discrepancy Questionnaire
Recipients of the notification: Case Contact
This screenshot illustrates the Create Questionnaire Event: Define Event Configuration page where conditions for triggering questionnaires, the questionnaire to be triggered, and recipients are specified.
Use the Define Notification Settings Page to select the notification to be used. In this example, the notification comes from Notification Composer (notification category = Questionnaire Framework).
This screenshot illustrates the Create Questionnaire Event: Define Notification Settings page where the notification to be used is specified.
Triggering Questionnaire Notification From Application Page
The employee creates a HR HelpDesk case to report a payroll-related issue in Employee Self-Service.
The category of the case is Payroll.
This screenshot illustrates an HR HelpDesk case that can trigger a questionnaire when it is saved on the Create Case page.
After the case is saved and submitted, the condition of the questionnaire event (case category = Payroll) is met, triggering a questionnaire. An in-app alert appears, notifying the employee (case contact) that a questionnaire related to the case is available.
This screenshot illustrates the in-app notification alert for the questionnaire when the case is saved.
Selecting the in-app notification opens the questionnaire.
This screenshot illustrates the questionnaire after selecting the in-app notification.
The employee can also access the questionnaire from the My Questionnaires Page.
This screenshot illustrates the My Questionnaires page where the user can launch the questionnaire as well.
