Create a questionnaire

task australia Updated Sep 10, 2026 3 min read create-questionnaire.md
Raw file servicenow.com

Create and insert a new questionnaire for agents to respond to.

Before you begin

Role required: admin, playbook_admin, playbook_author, or playbook_content_author

Familiarize yourself with the questionnaire activity inputs and outputs.

Procedure

  1. In diagram view, hover on the object that you want to insert a questionnaire activity next to, and select the + icon to add an activity.

  2. In the mini-picker, select the square icon [Omitted image "diagram-activity-icon.png"] to add an activity.

  3. Under Interactive, select Questionnaire.

    [Omitted image "pb-questionnaire-pb.png"] Alt text: Screenshot showing the Questionnaire option in the activity menu.

    A questionnaire activity is added and the side panel opens for configuration.

  4. Under the Details tab, select the More Menu icon [Omitted image "dec-table-menu-options.png"], and Show additional options to view all fields.

    Note: Display order, Start with delay, and Run condition fields are hidden by default.

    [Omitted image "pb-questionnaire-pb-3.png"] Alt text: Screenshot showing Show additional options.

  5. Fill in the following fields.

Label

Enter a unique name for your activity. This name appears in your playbook during runtime.

Description

Optionally, enter some descriptive details about your activity.

Start Rule

Choose when you want your activity to start running. Options include:- When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.

  • After specific activities: Your activity starts running after specified activities have finished running.

Display order

Define the order in which this activity will appear during a playbook run. This field is hidden by default.

Start with delay

Specify a duration of time to wait before running an activity whose start rule and conditions have been met. Give users a specific amount of time to complete actions. This field is hidden by default. For more information, see Start with delay input properties.

Run condition

After the activity starts, the activity runs only if specific conditions are met. This field is hidden by default.

Restart rules

Choose what this activity does when a playbook is restarted:- Skip on restart: Skip this activity when the playbook run is due to a restart.

  • Run always: Always run this activity, including first runs.
  • Skip on first run: Skip this activity during the first run. For more information, see Restart a playbook.
6. Under the **Questionnaire** tab, select **Create questionnaire**.
\[Omitted image "pb-questionnaire-pb-1.png"\] Alt text: Screenshot showing the Create questionnaire button.
  1. Add questions to the questionnaire one at a time.

    1. Select Add question.

    2. Enter your Question.

    3. Toggle the Required question to make the question optional.

      Note: Marking a question as required means the user must answer it before submitting the questionnaire. It doesn't prevent the user from skipping the activity. For more information, see Questionnaire activity.

    4. Select a Type of answer for this question.

      Each answer type may have its own specific additional required configurations.

    5. Enter a Max answer length to set the maximum number of characters a user can enter for their answer during runtime.

    6. Repeat step 5 for all the questions you want to add.

    [Omitted image "pb-questionnaire-pb-2.png"] Alt text: Screenshot showing the question fields.

  2. Select Save and close to complete the questionnaire.

  3. In the canvas, hover over the questionnaire activity and select the Edit icon [Omitted image "workspace-icon-edit.png"] Alt text: Edit credentials icon..

    You can add, reorder, and remove questions, and change the options available on a question.

    Note:

    Editing a questionnaire changes the activity definition. Playbook executions already in progress continue to use the questionnaire as it was when the execution started.

Parent Topic:Questionnaire activity

Search documentation
Search document titles and file paths on the australia branch