How to add Custom Fields/Questions on Playbook (Process Automation Designer) ?

[vtred]

Hi, I have a request where I need to create a list of "Questions" and "Answers" that users need to select on Playbook. 

I see multiple activities on the playbook but unsure on what exactly needs to be configured.

Below new choices should be visible in the playbook for users to choose the values

- Choice 1: value A, value B

- Choice 3: value C, Value D

- Date Time field

- True/false field

[Martin iTSM]

Hey there,

it`s a very late answer - but basically you need to:
1. Add a "User form activity"
2. Create a new view on the table/form you want to display
3. add the name of that new view in the user form activity (Activity proiperties > Automation > form view)
You also need to pick a record (usually the trigger record) - the table will be auto-populated if you select the record.

On the new view created you can add/remove any fields as you would do on any other form.
The fields on that view should then be displayed in the playbook.

Maybe this helps anyone else having this question.

Cheers!

Martin