Managing Questions and Question Templates

When submitting a software request, sometimes the end user needs to answer a set of questions that will give App Portal the information it needs in order to fulfill that software request.

For example, in order to approve a software request, a manager may want to know the name of the project that the end user is working on that requires this application. Or, in order to determine licensing requirements, the manager may want to know how frequently the end user will use this application or the time of day that it would be used.

In App Portal, you use the Question Manager to create questions, then group those questions into question templates using the Template Manager. This section explains how to create questions, add questions to a question template, and how to attach a question template to a catalog item:

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Creating Questions

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Creating Questions With Conditions

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Creating a Question Template

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Default Question Templates

After you have created a Question Template, you can then attach it to a catalog item, as described in Attaching a Question Template.

Note:For information on localizing questions and answers, see Localizing Questions and Answers.

Tip:In addition to associating a question template to a catalog item, you can also associate a question template with a workflow step. When a question template is linked to a workflow step, the approvers at that step will be presented with those questions. If there are required questions within the question template, the request cannot move to the next workflow step until all required questions have been answered. For example, the approver might be requested to enter a budget code for the expense. For more information, see Managing Approval Workflows.