Hi all,
Very new to this field and hoping someone will help.
I am working on a playbook and trying to use "User Form" activity to capture some field(s) values.
I would greatly appreciate any help you can provide how to validate user's input in 'User Form' playbook activity.
Example:
1) I want user to change the assignment group to a certain group, but "Complete Condition" is missing in "User Form" and I don't know how to validate user's input .
2) I would prefer to hide "Mark Complete" and "Skip" buttons (as this form is mandatory) but I am not sure how to do that.
I also tried utilizing 'Questionnaires' but ended up in similar result without a resolution.
Thank you in advance
Ref:
By 'Complete Condition' I'm referring to activity property options where you get to validate end-user input before activity moves forward. User Form activity does not have this option thus no way to validate what end-user selected. Sharing screenshot below for your reference
Activity Definition named "User Form" has been de-activated and its 'Protection policy' field has been set to 'Read-only'. You won't be able to change this in this record. But, nothing prevents you from creating your own activity definition by replicating the one that was de-activated by ServiceNow. I am surprised why this activity was depricated and new one is missing 'Complete Condition' option.
The way I addressed this was I created my own 'Activity Definition' and I did it by starting from the one that already exists (but is deactivated and protected).
These are the steps I used and they worked:
- Navigate to Process Automation > Activity Definitions
Locate "User Form" record that active=false and export this record to an XML in your local computer. - Now you need to make 4 changes in the exported XML record in your local computer
- Set 'Active' field to true:
<active>true</active> - Rename it to something other than 'User Form' (I used 'User Form Val')
<label>User Form Val</label>
<sys_name>User Form Val</sys_name> - Update sys_id
You can use Background Scripts to generate unique sys_ID by usinggs.info(gs.generateGUID());
then copy generated sys_ID value and replace it in XML:
<sys_id>xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx</sys_id> - Remove 'read-only' protection
Is shows: <sys_policy>read</sys_policy>
Change it to: <sys_policy/>
- Set 'Active' field to true:
- Save changes and import this XML back to your instance
You should be able to see newly generated activity definition. Note that active=true and 'Protection policy' is not read-only: - Open record and scroll to 'Playbook Actions' related lists and generate 'Playbook Actions' by matching them with original 'User Form' activity:
Now you are ready to use this activity in your playbook:
Thanks for your question, @Ankur Bawiskar
I just updated my post with additional details. Also pasting below:
By 'Complete Condition' I'm referring to activity property options where you get to validate end-user input before activity moves forward. "User Form" activity does not have this option thus no way to validate what end-user selected. I'd like to also remove options for 'Mark Complete' and 'Skip' too - this way I enforce conditions we're expecting to meet.
Sharing screenshot below for your reference.
Thanks again.
