Create a Data Collection Task

Create a data collection task in a Cortex XSOAR playbook. Multi-question survey (form), responses are recorded in incident’s context data.
The Data Collection task is a multi-question survey (form) that survey recipients access from a link in the message. The survey resides on an external site that does not require authentication, thereby allowing survey recipients to respond without restriction.
All responses are collected and recorded in the incident's context data, whether you receive responses from a single user or multiple users. This enables you to use the survey questions and answers as input for subsequent playbook tasks.
You can include two types of questions in the survey; stand-alone questions and questions based on a Cortex XSOAR field.
  • Stand alone questions are presented to users directly in the message, and from which users answer directly in the message (not an external survey).
  • Field-based questions are based on a specific Cortex XSOAR field (either system or custom), for example, a Grid field. The response (data) received for these fields automatically populates the field for this incident in Cortex XSOAR.
You can collect responses in custom fields, for example, a Grid field.
If responses are received from multiple users, data for multi-select fields and grid fields are aggregated. For all other field types, the most recent received response will override previous responses as it displays in the field. All responses are always viewable in the context data.
If the playbook was installed from a Content Pack, duplicate or detach the playbook, before creating a data collection task.
  1. In a playbook, click
    + Create Task
    .
  2. Select the
    Data Collection
    option.
  3. Enter a meaningful name in the Task Name field for the task that corresponds to the data you are collecting.
  4. In the Ask by option, select how the message or survey will appear to users and how the message or survey will be sent.
    • If you select email, enter the subject and message of the email and the email addresses of the users who should receive this message or survey.
    • If you do not select email, this will be a task. Enter the task message.
    The survey does not appear in the message. A link to the survey is automatically placed at the bottom of the message.
  5. Enter the questions and answer types that the survey will contain.
    You create questions in the survey, you can drag-and-drop questions to rearrange the order in which they display in the survey.
  6. Optional
    To customize the look and feel of your email message, click
    Preview
    .
    You can determine the color scheme and how text in the message header and body appear, as well as the appearance and text of the button the user clicks to submit the survey.

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