SAP Knowledge Base Article - Public

3334407 - Active Survey not available/visible in Playbook - C4C V2


Active Surveys are not visible/ cannot be added to Playbooks.


SAP Cloud for Customer V2

Reproducing the Issue

Prerequisite: there are active surveys in the system that are currently valid.

  1. Go to the Playbooks view
  2. Open any or create a new one
  3. Click Add action
  4. Select Survey
  5. Select the survey field ovs
  6. > No surveys can be selected.


Only surveys of category type "Checklist" are supported in opportunity/lead and hence only those are showing up in playbooks.


Please adjust the relevant survey categories to be able to find it in playbooks.


KBA , CEC-CRM-PLA , Sales Playbook for SAP Sales/Service Cloud , How To


SAP Sales Cloud and SAP Service Cloud Version 2 1.0