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Save/keep the Playbook Questionnaire answers before "SUBMIT"?

Daniel_san
Tera Guru

Hello everyone,

In Playbook questionnaire-type activities, the answers are only saved when submitting (clicking SUBMIT), which completes the activity.


Is there any way to save/keep the answers even without submitting?
(the idea is to allow answer some questions now and the rest later).


I assume the ideal approach would be to create a “Save” UI Action for the Questionnaire activity that stores the answers already provided, but I’m having trouble figuring out the tables used by Playbooks, so I would really appreciate any help or guidance.

Thank you

2 REPLIES 2

Dr Atul G- LNG
Tera Patron
Tera Patron

No, mate. You or the agent must at least click Save after entering the information. Auto-save is not available out of the box

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Thank you @Dr Atul G- LNG


But the “Save” option on the record that the Playbook is attached to (for example, SC_TASK) does not save the answers of the Playbook Questionnaire Activity. And the Questionnaire activity, by default, only has the "Skip" and "Submit" buttons. Not "Save"  😔

We don’t need auto-save… we just need a “Save” button that works for this Playbook Questionnaire activity.