: : Automating Questions

In this step, you will define the actions that will trigger a questionnaire when creating a support request.

  1. Go to Tools > Setup > Help desk setup > Other parameters > Questionnaires.
  2. In the Questionnaire screen, start searching.
  3. Select your questionnaire in the list and enable the modification mode.
  4. In the Questionnaire section, modify the data if necessary and the starting dates of the questionnaire.
  5. Select No systematic additional question to prevent from entering a comment in the selection pop-up screen.
  6. In the Linked objects section, select keywords:
  7. Select the customers, responses, etc linked to a questionnaire in the Type column.
  8. Refine the previous data by selecting the type of action to be associated with a questionnaire in the Code column.
  9. Add a new object if needed and save.

Your questionnaires are ready to be triggered in Akuiteo.