Process Automation Designer - Don't Understand How to use Collect User Data Activity

[Marc D]

I have been playing with Playbooks and Process Automation Designer to demonstrate its capabilities, and for the most part, I'm satisfied with what is possible. However, there is one major issue. I have been trying to use the Collect User Data activity, and I cannot for the life of me figure out how it works. No matter which selection I use for the "User form for data collection" field, the Collect User Data activity within any test or actual playbook will always display no input variables, and the only option on the playbook will be to skip the activity.

The official documentation is no help - it is very bare-bones for this specific activity and covers nothing about how to display anything or actually collect inputs.

I would appreciate any explanation on how "Collect User Data" for Process Automation Designer works, with a specific example/screen shot of it working.

[yaronguez]

In your custom activity, ensure that:

• The Associated Table is set to Flow Data (sys_flow_data)
• The Associated Record is set to the Flow Data record that you created
• The Form Fields experience property is set to vars
• The activity definition is mapped to the submit_user_data declarative action (or a similar one)
  

[Zdravko Nedev]

Hello,

I'm having issues that the vars never show. I've tried with the OOTB Collect User Data activity as well as a custom one or even a dedicated User Form activity which gets as input the sys_flow_data record.

In the view selection I can choose a view that has the vars and other fields, everything displays as defined in the view but not the vars which is all I need. The views are created with no spaces in label and name. If the sys_data_flow record is opened in the backend form views do show the vars.

We are trying to use this in a scoped application, if that makes a difference.

I would appreciate some help

[yaronguez]

Can you include some screenshots and details about what family release you are on? The OOTB Collect User Data activity should work as-is unless it's been modified. Scoped apps are totally fine.

[Zdravko Nedev]

I was able to figure it out - the Form View should explicitly be set to "collect_data" and not selected from the available form views as a reference.

Thanks.