Add a Step to Ask User Input
- Jonas Gonzalez
Ask User Input steps enable you to send forms (questionnaires) to users, both internal and external, to receive information from individuals or groups of users, which can be used in processing an incident or progressing with your case management. The collected data can be used for incident analysis. You can also automate actions in response to the information.
What You'll Learn
How to create and send a form from the playbook?
Create and Send a Form from Playbook
A user input form can be created via playbook and forms template. To know more, see Forms Template.
To automate the user input form via playbook:
Hover over the step after which you want to send the form. Click + button.
Search for
ask user inputin the step catalog and open the Ask User Input step from the results.In the Ask User Input form, select a form from the drop-down or click Create a New Form and click Next. To know more about creating a form, see Forms Template.
🚧 User Form Permissions
A message User does not have list permission for User Form will be shown only if the User does not have at least the list permission to use the existing User Forms under the Select Form drop-down.
Request admin or see Groups Permission on how to assign applicable permission (List or Create) to use or create the User Form.
Enter the details in the form and click Preview Form at the bottom to view the form details and click Next.
An Email Preview of the form will be displayed.
The form will execute only when you schedule a playbook using Streams. Once the stream is scheduled, email will be triggered to the recipients.
Automate Tasks Based on User's Input
To automate an action based on what a user has replied to in the form, you need to add a command while creating a form.