Fields on Playbook activity should be editable only to Assignment group/Assigned to users in Workspa
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12-30-2025 05:12 AM
Hi Community,
Currently in the Playbook created the Custom Activity and showing the Task(Fields and Variables) in playbook card with Update and Mark Complete Buttons.
I would require making these fields editable only to appropriate Task Assignment groups/Assigned to Agent. So how can I achieve this so that the users not from that group/assigned to will see the fields and variables as greyed-out.
Regards,
Ratna Jyothi.
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7 hours ago
Hi Ratna,
You can achieve this using the assignment controls available in Playbook activities. ServiceNow provides Assignment Group and Assigned To fields to control who can access and edit activity data.
Open your Playbook activity configuration in Workflow Studio.
Select Show additional options.
Set Assignment Group for this Process Step to the required group.
Set Assigned to this Process Step if access should be limited to specific agents.
Save and test the activity with users inside and outside the assigned group.
Users outside the configured group or assigned users should not be able to edit or submit the activity data.
One important point: if both assignment fields are left empty, any user can edit the collected data. Also, use ACLs to protect the underlying task records, as UI-level restrictions alone are not sufficient security.
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