I tried severals time to use one questionnaire with a case and unfortunately the function is always grey and not available.
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Hi Karl,
Create a case category (Check you have proper license)
Click Sales and marketing > Setup > Cases > Case categories.
–or–
Click Organization administration > Setup > Cases > Case categories.
Click New > Case category.
Enter a name and a brief description of the category and select the category type.
Select a worker to be the default owner of the category and the department where the worker works.
Select the e-mail type and questionnaire to use for follow-up for cases that are included in this category.
Select a default case process and service level agreement to associate with the category.
After you fill in the category information, press F5 to refresh the form. The new category appears in the tree.
link to full article : technet.microsoft.com/.../hh370706.aspx
The intention of questionnaires were to have a follow up process once you had finished the case - see for example the CRM campaign to compare where the functionality were copied from.
Current R3 is.. a bit odd(faulty), in that once you have questionnaire attached to the Case category you can get that questionnaire defaulted but can change it. You can't however answer it before you have both the questionnaire and the contact person ID filled in.. (Questionnaire button on the General tab of the Case)
In addition to David Probst, somehow it is possible to launch the questionnaire from the list page form of the case. The functionality of the button to send an e-mail (i.e. left of the questionnaire button) is identical.
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