Playbooks : How do I create a manual-trigger automation rule with a prompt for input

[Alex Kerr]

As the title asks , How do I create a manual-trigger automation rule with a prompt for input that opens a comment field for a screenshot to evidence the step has been completed ?

[Trudy Claspill]

Hello @Alex Kerr 

It is possible to create an automation rule that has a manual trigger and prompts the user for input, but the types of inputs that can be requested are limited. At this time it is not possible to prompt for an Attachment.

What type of project does this concern? Get the project Type from the project list available under Projects > More Projects > View All Projects.

If this concerns a Company Managed project, you could add a Transition to the Workflow, and add a Transition Screen to that workflow to present the user with a screen that includes a Comment entry field and an Attachments field.