How to show up the variables on Catalog Task created from playbooks

Yathvika
Tera Contributor

Hi,

I'm creating a playbook, based on condition it will create the catalog task, But I don't see option to pull the variables to show on the Task level, as we do in workflow or flow from Slush Bucket. 

 In my SS below, I believe that is the option which can help to show up the variables on task level, but I cannot drag variables from Available bucket as nothing is showing up. I'm doing anything wrong here.

Can anyone assist how to achieve this?

 

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TIA.

 

2 REPLIES 2

Matthew_13
Mega Sage

In Playbooks, the Create Catalog Task activity doesn’t support pulling or mapping catalog variables dynamically the way Workflow or Flow Designer does for example, using the slush bucket. That’s why the Available list is empty and you can’t drag any variables in, even though the catalog item is selected.

Playbooks are meant to guide agent work, not handle complex variable mapping at runtime.

If you need the variables on the task:

  • Use Flow Designer to create the catalog task and map variables there, or

  • Let the Playbook create the task and use a Flow or Business Rule afterward to copy variables to task fields, or

  • Surface the needed info using a User Form activity in the Playbook.

So this is expected behavior, not a configuration issue.

 

@Yathvika - Please mark as Solution Accepted and Thumbs up if you find Helpful!!

Hi @Matthew_13 - I understand that the playbooks doesn't support pulling the variables.

If there are sequential tasks should generate from Record Producer, First Task which gets created when RP submitted will have the view of Fields and Variables.  Is it possible to have the same form view(fields & Variables) for next tasks which will get created via Flow/Playbooks after first task closed?

TIA,
Yathvika.