Create an Ask Task
playbooks
The conditional Ask task is a single question
survey, the answer to which determines how a playbook proceeds.
If you send the survey to multiple users, the first answer received
is used, and subsequent responses are disregarded.
Users interact
with the survey directly from the message, meaning the question appears
in the message and they click an answer from the message.
The
survey question and the first response is recorded in the incident's
context data. This enables you to use this response as the input
for subsequent playbook tasks.
Since this is a conditional
task, it's important to remember to create a condition for each
of the answers. For example, if the survey answers include, Yes,
No, and Maybe, there should be a corresponding condition (path)
in the playbook for each of these answers.
In the task configuration
there are several tabs that you can enter values for. Some configurations
are required, and some are optional. For detailed information for
each configuration tab.
If the playbook was installed from
a Content Pack, duplicate or detach the
playbook, before creating an ask task.
- In a playbook, click+ Create Task.
- Select theConditionaloption.
- Enter a meaningful name for the task, which corresponds to the data that you are collecting.
- Select theAskoption.
- OptionalTo customize the look and feel of your email message, clickPreview.You can determine the color scheme and how text in the message header and body appear.
