How to COllect user data in Playbook
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08-28-2022 11:17 PM
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08-29-2022 02:04 AM
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08-29-2022 02:11 AM
Advanced inputs
After configuring the required inputs for your activity, you can also choose to configure advanced inputs. On the Configure your activity screen, select Advanced View to display these advanced inputs. The advanced view also lets you access the Activity Experience section. In this section, you can set values for the activity's properties and components that render in user-facing views of your process. For more information, see Activity experience.
Input | Type | Description |
---|---|---|
Assignment Group for this Process Step | Reference.Group [sys_user_group] | Assignment group allowed to perform this process activity. |
Assigned to this Process Step | Reference.User [sys_user] | User allowed to perform this process activity. |
User form for data collection | Choice | Type of input form used to collect data. Options include Create Record, Create Task, Email, Manual Activity, Record Created, and Update Record. |
Wait for user input | Choice | Option to pause the process until the end user manually completes or skips the activity. |
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04-11-2024 02:58 PM