Playbook Questionnaire Reference type
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08-15-2025 02:16 AM - edited 08-15-2025 02:16 AM
I'm looking to create a playbook and within the playbook i have a questionnaire which will ask people to select a release target. To do this I need to filter the reference question based on the release calendar. In the 'add condition' field there is no option to select variables from earlier on in the playbook. Does anyone know of a way to do this?
If this is not possible my work around will be to create a custom form with the questions on and use a reference qualifier on that form. But that feels like a backwards step.
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08-15-2025 05:41 AM
At this moment (I checked on a Xanadu instance), you don't have the possibility to reference to a variable. I think you could do a lookup to the record with the outcome of the question is input for the lookup and use the output of the lookup to go further, but it does sounds like Playbooks need some further development on this.
What version are you on? Questionnaires have been added not too long ago, so maybe a newer version will have some more functionality.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
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08-15-2025 07:16 AM
I have looked at this in Yokohama with the latest plugins available but the option is not available. I'm actually considering this maybe an opportunity to create my own 'activity definition' to do what i need.