Video: Create a Questionnaire

This video shows how to create a questionnaire for reserving parking spaces.

In this video, we'll walk through how to use Workday questionnaires to manage a common workplace need — reserving parking spaces. We'll create a simple form employees can use to request a parking slot by entering their vehicle details. Let's see how to build this questionnaire step by step in Workday.

Before we begin, make sure you're signed in as an administrator or have the right security permissions to create questionnaires. Once you're ready, type

Create Questionnaire

in the search bar and select the 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

Parking Slot Reservation

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

Questionnaire Display Name

field, enter

Parking Slot Reservation

; 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 the

Questionnaire Type

to

Request Initiation

, and in

Allowed on Business Processes

, select

Request

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

Finally, in the

Questionnaire Instructions

field, enter a short instruction 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 in the grid available by default , so let’s use that to add our first question. From the

Question

prompt, choose

Create Question

from the dropdown.

In the

Question Body

field, we’ll write a question to capture the license plate number. Set the

Question Type

to

Text

and tag it under

Facilities

for easy tracking.

Next, let’s add another question. Select the plus icon again to add a new row , and inside the

Question

prompt, choose

Create Question

. In the

Question Body

field, write a question for zone preference; it helps record the employee’s preferred parking area. Select

Multiple Choice – Single Select

as the question type. Now that you’ve selected it, you’ll see an option to add choices. Select the plus icon to add options to the

Question Type

grid , and in the

Possible Answer

fields, enter each parking zone name. Tag this question under

Facilities

for easy organization.

Let’s add one more question to capture EV charging needs. Add one more row to the grid, and from the

Question

prompt , select

Create Question

. This question helps us find out if the employee needs access to an electric vehicle charging station. From the

Question Type

prompt, select

Multiple Choice – Single Select

. Now, you’ll see an option to add choices. Select the plus icon to add

Yes

and

No

options to the grid , and tag it under

Facilities

.

Now, let’s make a few of these questions required. Mark the license plate number and EV charging questions as required, since those are key details for the request. We’ll keep the zone preference question optional, so employees can skip it if they don’t have a specific parking area in mind.

Next, we’ll add a follow-up question for employees who select

Yes

for EV charging. Expand the questionnaire in the left panel to view the question tree. Select the EV charging question name; you’ll see the options

Yes

and

No

listed below. Select the

Yes

option, and in the right-side workspace, select

Maintain Question Branch

. From the

Question

prompt and choose

Create Question

from the dropdown. In the

Question Body

field, enter

Do you need the charger every day?

. Set the question type to

Multiple Choice – Single Select

. Add two response options to the grid:

Yes, Every Day

and

No, Only Occasionally

. Tag this question under

Facilities

and mark it as required.

Remember, only one additional question can be added per branch with a limit of six branching levels. Now that all the questions are in place, let’s preview the questionnaire. Check that all fields are complete, required indicators are visible and everything appears in the right order. This completes the setup of the Parking Slot Reservation questionnaire.