Autocompleting User Form

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Display a form during runtime to collect input values for your playbook.

    Roles and availability

    This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.

    Inputs

    Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
    Input Type Description
    Completion Condition Condition Builder Criteria that must be met to complete the activity and save the record.

    Advanced inputs

    After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
    Input Type Description

    Outputs

    These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity: