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

[Daniel_san]

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

[John Gilmore · Accepted solution]

I think you would be better off trying to change the functionality of the submit button for the questionnaire activity.

Without looking at how it is configured I would assume it updates the var field and updates the state field. You could copy the existing button, modify the functionality to eliminate the state field update so it doesn't change it to complete thus leaving the playbook at that activity. Change the label from Submit to Save and add it to the playbook activity.

Unless it has some built in functionality that interacts with the playbook beyond updating the state field of the sys_flow_data record that seems like it should be simple enough. Keep in mind if you want that functionality on all questionnaire activities across all playbooks you would add the button in the global experience otherwise create/add it to your specific experience for this playbook.

[Dr Atul G- LNG]

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

[Daniel_san]

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.

[Daniel_san]

I see that:

• When a Playbook activity is generated, a record is created in the sys_flow_data table

• In the sys_flow_data record of the Questionnaire activities, each question is shown as a dynamic variable with the format:
  vars.var__m_sys_flow_data_var_425d32h671f1ea4027435e69db0059da.question_cdf2f462h68sqaa181989f9c8962ad5d

What I would need is:

• When clicking the new button (Activity Action = sys_declarative_action_assignment) on the Playbook activity, the current variables answers should be stored in the values of those sys_flow_data dynamic variables.

But I can’t manage to do it...
(I don’t know how to work with or interact with those dynamic variables from the script in the Activity action).

[John Gilmore · Accepted solution]

I think you would be better off trying to change the functionality of the submit button for the questionnaire activity.

Without looking at how it is configured I would assume it updates the var field and updates the state field. You could copy the existing button, modify the functionality to eliminate the state field update so it doesn't change it to complete thus leaving the playbook at that activity. Change the label from Submit to Save and add it to the playbook activity.

Unless it has some built in functionality that interacts with the playbook beyond updating the state field of the sys_flow_data record that seems like it should be simple enough. Keep in mind if you want that functionality on all questionnaire activities across all playbooks you would add the button in the global experience otherwise create/add it to your specific experience for this playbook.