---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Create a questionnaire

# Create a questionnaire for a work order or task {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a questionnaire record and then associate it with Work Order Task table.

## Vorbereitungen

Role required: admin

## Warum und wann dieser Vorgang ausgeführt wird

The administrator can view questionnaire records from the Questionnaire list and questionnaires by navigating to SurveysView Surveys.

## Prozedur

1. Navigate to Field ServiceAdministrationQuestionnaire.
2. Select New.
3. On the form, fill in the fields.  
   {#create-questionnaire-for-work-order__table_vst_5nf_2r__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the questionnaire. |
   | Active | Option to make the questionnaire record active. The administrator can attach active questionnaires to work orders and work order tasks. |
   | Description | Brief description of the questionnaire record. |
   | Introduction | Text that appears at the beginning of the questionnaire. |
   | End note | Text that appears at the end of the questionnaire. |
   | Table | Table that is associated with this questionnaire record. |
   | Trigger condition | Trigger condition that determines when the questionnaire is applicable. Use the condition builder to create trigger conditions. When these conditions are true for a work order or work order task, the questionnaire is added to the work order. |
   | Mandatory | Option to make the questionnaire mandatory. When enabled, the agent must complete the questionnaire before closing the work order or work order task. |
   | Close before | State that the work order or work order task must be in before the agents can complete a mandatory questionnaire. |
   [Tabelle : 1. Questionnaire form]

   {#create-questionnaire-for-work-order__table_vst_5nf_2r}
4. Select Submit.  
   The system creates the record, displays the Questionnaire form, and adds the Questionnaire Designer button.
5. To create the text of the questionnaire, select Questionnaire Designer.  
   The Survey Designer tool opens in a new window.
6. To create the questions or checklist items that appear on the questionnaire, use the [Survey designer](https://www.servicenow.com/docs/access?context=c_SurveyDesigner&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) tool.
7. Select Save and close the Survey Designer window.

## Ergebnisse

The questionnaire is created.

## Nächste Maßnahme

To view questionnaire records from the Questionnaire list and questionnaires, go to SurveysView Surveys.

To edit a questionnaire, open the form, make your changes, and select Update.
**Zugehörige Tasks**   

* [Complete a questionnaire for a work order or task](https://servicenow-prod.fluidtopics.net/eMGuDhhrQ1A5A9DvMcSmlg "Complete a questionnaire for a work order or work order task. You can access and complete questionnaires from the Work Order or Work Order Task forms.")

