Add a questionnaire to a matter to continuing gathering information about a case or to complete a followup questionnaire. Add a questionnaire to ask specific questions depending on the direction the case takes. Before adding a questionnaire, review the questionnaire overview, planning a questionnaire, and creating a questionnaire guides.
Intake Questionnaires
Questionnaires from the intake carry over to the matter, so you can locate all questionnaires in one place. Questionnaires you add to a matter are also stored on the related intake. You can map fields from matter questionnaires to the intake record if you need to update intakes.
Here's how:
1. Navigate to the Questionnaire component on a matter. Make sure you edit your lightning page to add the multipleQuestionnairesComponent to your matter record lightning page.
2. Click the + button next to your current questionnaires.
3. Select the questionnaire from the dropdown list. Click Add. The new questionnaire opens.
Additional articles:
Create a Questionnaire
Complete and Navigate a Questionnaire
