Questionnaire activity

reference brazil Updated Sep 10, 2026 2 min read questionnaire-activity.md
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Collects inputs from a user during a playbook run to use later in the playbook.

The questionnaire activity replaces the Collect User Data activity, but does not require you to create a data definition. Use the questionnaire activity if:

  • You don't have a table already,
  • You don't need to run reports on the collected data,
  • And you don't need to use the data outside of the playbook.

If you already have a table to store the collected data, use the Record Form activity.

Roles and availability

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

Questionnaire

In the Questionnaire tab, you can:

  • Add and edit questions for agents to respond to

    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.

  • Control which user or user group has access to submit the questionnaire

To learn more about adding or configuring questions, see Create a new questionnaire.

Editing

Required questions and skipping

Runtime users can skip a questionnaire activity. Required questions are validated when a user submits the questionnaire, not when they skip it. If a user skips the activity, nothing is submitted and no validation runs. Marking a question as required doesn't prevent a user from skipping the activity.

To require that users complete a questionnaire, remove the skip action from the activity. Marking questions as required doesn't achieve this on its own.A questionnaire displays as read-only if it has no submit action. An action counts as a submit action when Form fields required is selected on it.

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:

Output Type Description
Record Reference.Flow Data Reference to record containing collected data. Use the pill-picker to dot-walk to Outputs > Record > Vars to see all collected data. To learn more about the pill-picker, see Dot-walking examples.

Parent Topic:Stages and activities

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