Loop Playbook User Form Activity for updating multiple records

[Florian11]

Hi everyone,
I would like to use the User Form Activity to update several records one after the other, but currently I can only select one record at a time.
The number of records to be updated can be dynamic based on user input.

[Matthew_13]

This is a limitation of the User Form activity — it’s designed to work with one record at a time, so what you’re seeing is expected.

If the number of records is dynamic, the usual way to handle this is to collect the list first, then loop through it in the flow.

A couple of common approaches:

• Use a Multi-Row Variable Set (MRVS) or similar input on the form so the user can add as many records as needed. After submission, the flow loops through each row and updates the records one by one.

• Ask for filter criteria instead of individual records (for example, “all records in this state or department”), then query and update everything that matches.

• If you really need record-by-record interaction, you can loop and show a User Form per record, but that usually doesn’t scale well for users.

In short, the User Form itself can’t select multiple records dynamically, so the solution is to capture the list (or criteria) first and then let the flow handle the updates in a loop.

@Florian11 - Please mark Accepted solution and Thumbs up if you find Helpful 🙂

[Ankur Bawiskar]

@Florian11 

You can only render single form using that OOTB Playbook activity and that's OOTB platform behavior.

To update subsequent records why not use after update BR on your table and then handle the update using GlideRecord

That's the easy approach rather than trying to use some other customization

OR

Another way is to create a Playbook button and then once user clicks update the other records

Create an Activity Action 

See this link if custom activity helps here

Custom Playbook Activities - Workflow Automation Center of Excellence 

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