Create a questionnaire
Create and insert a new questionnaire for agents to respond to.
Before you begin
Role required: admin, playbook_admin, playbook_author, or playbook_content_author
Familiarize yourself with the questionnaire activity inputs and outputs.
Procedure
In diagram view, hover on the object that you want to insert a questionnaire activity next to, and select the + icon to add an activity.
The mini-picker displays.
Select the questionnaire icon [insert inline icon image] to add a questionnaire.
A questionnaire activity is added and the side panel opens for configuration.
Under the Details tab, fill in the following fields.
| Label | Enter a unique name for your activity. This name appears in your playbook during runtime. |
| Description | Optionally, enter some descriptive details about your activity. |
| Start Rule | Choose when you want your activity to start running. Options include:- When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered. - After specific activities: Your activity starts running after specified activities have finished running. |
| Display order | Define the order in which this activity will appear during a playbook run. |
| Run condition | After the activity starts, the activity runs only if specific conditions are met. |
| Start with delay | Specify a duration of time to wait before running an activity whose start rule and conditions have been met. Give users a specific amount of time to complete actions. For more information, see Start with delay input properties. |
| Restart rules | Choose what this activity does when a playbook is restarted:- Skip on restart: Skip this activity when the playbook run is due to a restart. - Run always: Always run this activity, including first runs. - Skip on first run: Skip this activity during the first run. For more information, see Restart a playbook. |
Under the Questionnaire tab, select New questionnaire.
Add questions.
Note: In the canvas, hover over the activity to see additional actions to edit a questionnaire.
Parent Topic:Questionnaire activity