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

  1. 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.
  2. Select the questionnaire icon [insert inline icon image] to add a questionnaire.
    A questionnaire activity is added and the side panel opens for configuration.
  3. 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.
  4. Under the Questionnaire tab, select New questionnaire.
  5. Add questions.
    Note: In the canvas, hover over the activity to see additional actions to edit a questionnaire.