Create a questionnaire
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
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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.
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In the mini-picker, select the square icon [Omitted image "diagram-activity-icon.png"] to add an activity.
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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.
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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.
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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.
|
|
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.
|
\[Omitted image "pb-questionnaire-pb-1.png"\] Alt text: Screenshot showing the Create questionnaire button.
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Add questions to the questionnaire one at a time.
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Select Add question.
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Enter your Question.
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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.
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Select a Type of answer for this question.
Each answer type may have its own specific additional required configurations.
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Enter a Max answer length to set the maximum number of characters a user can enter for their answer during runtime.
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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.
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Select Save and close to complete the questionnaire.
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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
---
title: Create a questionnaire
description: Create and insert a new questionnaire for agents to respond to.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/build-workflows/workflow-studio/create-questionnaire.html
release: australia
product: Workflow Studio
classification: workflow-studio
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Questionnaire activity, Stages and activities, Understanding the playbook components, Build Playbooks, Playbooks, Workflow Studio, Build workflows]
---
# Create a questionnaire
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/build-workflows/workflow-studio/questionnaire-activity.md).
## 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.
<table id="table_ugr_4v5_3kc"><tbody><tr><td>
**Label**
</td><td>
Enter a unique name for your activity. This name appears in your playbook during runtime.
</td></tr><tr><td>
**Description**
</td><td>
Optionally, enter some descriptive details about your activity.
</td></tr><tr><td>
**Start Rule**
</td><td>
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.
</td></tr><tr><td>
**Display order**
</td><td>
Define the order in which this activity will appear during a playbook run. This field is hidden by default.
</td></tr><tr><td>
**Start with delay**
</td><td>
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/build-workflows/workflow-studio/start-with-delay-properties.md).
</td></tr><tr><td>
**Run condition**
</td><td>
After the activity starts, the activity runs only if specific conditions are met. This field is hidden by default.
</td></tr><tr><td>
**Restart rules**
</td><td>
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/build-workflows/workflow-studio/restart-a-playbook.md).
</td></tr></tbody>
</table>6. Under the **Questionnaire** tab, select **Create questionnaire**.
\[Omitted image "pb-questionnaire-pb-1.png"\] Alt text: Screenshot showing the Create questionnaire button.
7. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/build-workflows/workflow-studio/questionnaire-activity.md).
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.
8. Select **Save and close** to complete the questionnaire.
9. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/build-workflows/workflow-studio/questionnaire-activity.md)
| title | Create a questionnaire |
| description | Create and insert a new questionnaire for agents to respond to. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/build-workflows/workflow-studio/create-questionnaire.html |
| release | australia |
| product | Workflow Studio |
| classification | workflow-studio |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Questionnaire activityStages and activitiesUnderstanding the playbook componentsBuild PlaybooksPlaybooksWorkflow StudioBuild workflows |