Collect User Data activity
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- UpdatedJan 30, 2025
- 4 minutes to read
- Yokohama
- Create Workflows
Collects inputs from a user during a playbook run to use later in the playbook.
- You don't have a table already,
- You don't need to run reports on the collected data,
- And you don't need to use the data outside of the playbook.
The key input for this activity is the User form for data collection field, under the Inputs section. To provide this input, you must create a data definition first.
Roles and availability
This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.
Example
- Collect a shipping address, then reference the address when generating a shipping label.
- Ask the user "yes" or "no" questions, and determine subsequent activities based on the user's responses.
Common properties
These properties are common to all to activities in Playbooks.
Inputs
Many of these inputs are common to activities in Playbooks. The key input for this activity is User form for data collection field.
Outputs
Output | Type | Description |
---|---|---|
Record | Reference.Flow Data | Reference to record containing collected data. Use the pill-picker to dot-walk to Dot-walking examples. | to see all collected data. To learn more about the pill-picker, see
UI Layouts
Set properties for how the activity renders during a playbook run.