Need help adding a custom Activity Action for Playbook on all activities.

[akashyenkur]

Hi All,

We have a requirement for creating a custom button named 'Do It Later' use of this button is to move to next activity without changing current activity state. I have created a Activity Action named 'Do It Later' and made it as Client Action and choose client action as Next Activity. It is working fine with instructions but it is not visible on other activities like record. Attached screenshots as below:

Activity Action Button:

Activity Action Showing on Instructions:

Not showing on other Activities:

Let me know if you require any more details from my end.

Thanks,

Akash

[Ankur Bawiskar · Accepted solution]

@akashyenkur 

Then in that case, you can insert and stay on "User Form" activity and have your own Record form activity

Then under it add 3 buttons which you want

If my response helped please mark it correct and close the thread so that it benefits future readers.