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.

[Daniel_san · Accepted solution]

Thank you very much, @John Gilmore!!!!..... thanks to your advice, I made it work!

Summary:
I had already looked at the submit button, whose script only has:

current.state = 'COMPLETE';
current.update();

When I saw that, I assumed that the "current.update();" was only required/used to save the STATE (rookie mistake, I know 😅).

After reading your message and going back to review the script, I realized my mistake:

• By using only current.update(); in the script of the custom "Save answers" button, it already saves the responses 🎉

As I said, thanks for the advice!