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]

@akashyenkur 

Points

1) Remember max 3 buttons can be shown on Playbook form

2) ensure you remove either Mark Complete, Skip or Update on User Form Activity

3) ensure your action assignment is seen on other Activities, try to add condition using Title or something

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

[akashyenkur]

Hi @Ankur Bawiskar ,

Thanks for clarifying this one I've understood point 1 and 2 but about point 3 can you elaborate more on this like how to achieve it ?

Thanks,

Akash

[Ankur Bawiskar]

@akashyenkur 

For Point 3 do this

1) Add the linkage between the Playbook action and the Playbook activity in this table "sys_playbook_experience_action_assignment_map"

2) select your activity on which you want to show and then select the Action assignment (playbook action you created)

3) then mention the playbook experience

Example: below action assignment is associated to 2 Activity Definitions, so that button will be shown on both the activities.

I believe I answered your query.

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

[akashyenkur]

Hi @Ankur Bawiskar ,

I did the mapping as you advised but as you mentioned only 3 buttons will be shown on the playbook activity I can see for the already 4 are there and all of them are out of the box and in read-only permission and can't make it inactive/remove them I have also tried adding the action exclusion for these 2 but I can still the update button.

Also, I want to exclude the button from 'sys_flow_data' table for workspace view only.

Thanks,

Akash