Playbook - How attach with let's say record is created and missing 2 field category or subcateogry

jaiho_rai
Kilo Sage

3 weeks ago

HI TEAM, HOW WE CAN ATTACH THE PLAYBOOK IN WORKSPACE , WHERE IT NEED TO SHOW IF RECORD IS CREATED AND IF MISSING 2 FIELD VALUE , THEN IT NEED TO SHOW THE RECORD AND EXECUTE MY PLAYBOOK FURTHER ACTIVITIES.

 

WHAT CONFIGURATION I NEED TO PERFORM IN WORKSPACE UI BUILDER OR SOME WHERE ELSE.

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Mark Manders
Giga Patron

3 weeks ago

Why are you shouting? 

And it really depends on the workspace you are using, unfortunately. And not even that, it also depends on the record type. 

And for showing it only if you have two fields missing, that's just the trigger on the Playbook itself.


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Mark