Video: Create a Questionnaire

This video shows how to set up a questionnaire to manage the registration for an internal work event.

Welcome. In this video, we'll walk through how to use Workday questionnaires to manage a fun internal event: Bring Your Pet to Work Week. Let's build a simple registration form to capture all the necessary details.

Before we begin, make sure you're signed in as an administrator or have the right security permissions to create questionnaires. First, we'll start with the

Configure Questionnaire

task. When the task opens, you'll notice 3 options on the screen. You can create a brand new questionnaire, copy an existing one if you already have something similar, or edit a form that's already been created.

Since we're building a new form for this demo, let's select

Create New Questionnaire

and name it

Pet Week Registration

. Next, we'll select

Edit Questionnaire Details

. Now let's fill out the questionnaire details. In the

Questionnaire Display Name

field, enter

Bring Your Pet to Work

. This is the name employees will see when they open the form.

Next, we'll connect this questionnaire to the right business process. Although the 2 prompts,

Questionnaire Type

and

Allowed on Business Processes

, are not marked as mandatory, it's important to set them up correctly.

Set Questionnaire Type

to

Request Initiation

, and from the Allowed on

Business Processes prompt

, select

Request

. These 2 settings ensure this questionnaire appears when someone configures a complete questionnaire step in a request workflow.

Finally, type instructions to guide employees as they fill out the form. With the setup done, let's move on to building the questions. Open the

Maintain Questions

section. This is where we'll add all the fields for the form. You'll see one row available by default, so let's use that to add our first question. From the

Question

prompt, select

Create Question

from the dropdown.

First, we need to know what kind of animal is coming. In the

Question Body

field, we'll add the question

What type of pet will you be bringing

. For the

Question Type

prompt, we'll choose

Multiple Choice - Single Select

. Now let's add the possible answers in the grid. We'll select the plus icon for each option and enter them in:

Dog

,

Cat

,

Bird

, and

Other

.

Next up, we need to know the schedule. We'll add another question by selecting the plus icon in the grid, and from the

Question

prompt, select

Create Question

again. In the

Question Body

field, we'll type

When do you plan to bring the pet into the office?

. For the

Question Type

, we'll simply choose

Date

. This will give the employee a date picker calendar.

Let's add another question for logistics. In the

Question Body

field, we'll add the question

What is your primary office location/desk number?

. This time, for

Question Type

, we'll select

Text

to allow for a freeform answer. This will help the facilities team manage any crowded areas.

And for our final question:

Has your pet been vaccinated against all diseases or infections?

. For the

Question Type

, we'll use

Multiple Choice - Single Select

. For the possible answers, we'll simply add to the grid

Yes

and

No

. For this request, all information is essential, so we'll go ahead and set all of our questions as required.

It's always a good idea to preview your work. Let's use the preview option to check the layout. As you can see, the form is clean and ready to go. Now that our questionnaire is built, the next step is to create the request itself. To do that, we'll go to the

Create Request Type

task. We'll give it a clear request type name, like

Bring Your Pet to Work

, and add a description.

In the

Questionnaire

prompt, we'll select our

Pet Week Registration

form. This is the step that links them together. We'll also check the

Allow Request on Behalf of Person

checkbox, so managers can submit the questionnaire for their team. Then we'll add our common security groups, like

Employee As Self

, to the

Initiate

,

View All

, and

Correct

prompts as needed.

Finally, in the

Request Resolutions

prompt, we'll add the outcomes for our process, such as

Denied

,

Done

, and

Duplicate

. And with that, all of the configuration is done now. This completes the setup of the Pet Week Registration questionnaire.