End-of-Life (EoL)

Create an Ask Task

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.
  1. In a playbook, click
    + Create Task
  2. Select the
  3. Enter a meaningful name for the task, which corresponds to the data that you are collecting.
  4. Select the
  5. Optional
    To customize the look and feel of your email message, click
    You can determine the color scheme and how text in the message header and body appear.

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