Create Prompt Task

Use the Create Prompt activity to prompt the user for information or complete a task separate from approval during the execution of a workflow. The workflow will pause and wait for the user to respond or resume after the prompt expires.

Creating a prompt task will notify (through the Notifications icon in the XDR ribbon) the assignee(s) or user who started the workflow that they have a prompt to review before the workflow will continue. A link is provided in the notification and worklog entry to review the task and input the requested information.

Usage

Complete the following properties to use this activity:

• General
  • Display Name - Enter a display name for the activity. This name is what's displayed for the activity in the Workflow Editor.
  • Description - Enter a meaningful description.
  • Continue Workflow Execution On Failure - Check this check box to continue the workflow if this activity fails (optional).
  • Skip activity execution - Check this check box to bypass running the activity during the workflow execution (optional).
• Add Assignees - By default, the assignee is the user who executes the workflow, unless specified differently below:
  • Add by role(s) - You can select that all administrators and/or incident responders in your organization will be prompted.
  • Add by email address(es) - Click ADD and enter the email address of individuals who will be prompted with this task.
• What do you want the prompt to say?
  • Prompt Title - Enter a title for the prompt. This will become the name displayed in the prompt tasks table.
  • Prompt Body Text - Enter the text to be displayed in the body of the prompt.
• Add Form Elements - For a Checkbox form element where the user may check the box:
  • Checkbox Label - Enter a label for this check box.
• Add Form Elements - For a Text form element where the user must enter some text:
  • Text Label - Enter the text.
• Add Form Elements - For a Dropdown Select form element where the user must select from a drop-down list:
  • Allow multi-select - Set whether or not the user can select more than one option in the list.
  • Dropdown Select Label - Enter a label to name this drop-down list.
  • Dropdown Select Options Array - Click the Variable Reference icon to choose the array of options to select from in the list.
  • Dropdown Option Label Key - If an object type array is chosen above, this field appears for you to choose the key of the key-value pair.
• Advanced Configuration - Show advanced configuration options:
  • Prompt Requestor - Enter the email address of the person or variable reference requesting the prompt for information.
  • Prompt Owner - Enter the email address of the person or variable reference who owns the request (often the same as the requestor).
  • Set Prompt Expiration Date
    • Duration - Enter the amount of time that elapses before the prompt expires (how much time the assignee is given to answer).
    • Time Units - Choose the unit of time.