Playbook

pallavigaik
Tera Contributor

4 weeks ago

Want to deaign some forms to take inputs from user, store those inputs in custom table. I'm trying to use playbook for this requirement. But facing some issues in the same. Have following doubts in the playbook

 1. Can we do scripting in a playbook?

2. Can we maintain activated version and draft version of playbook at the same time?

3. Do we have any control over UI of the playbook?. Can we change like renaming button or removing the button.

 

Please help me with the solution for the same.

 

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M Iftikhar
Mega Sage

3 weeks ago

Hi @pallavigaik ,

 

  1. Can we do scripting in a Playbook?
    You can use Flow Designer actions or Script Actions (custom actions) inside the playbook steps. So, the scripting is done indirectly by building a custom action in Flow Designer and calling it from your playbook.

  2. Can we maintain Activated and Draft versions of a Playbook at the same time?

    Yes. Playbooks support versioning just like Flows and Catalog Items. You can have one Published (Active) version that end-users see, and at the same time work on a Draft version.

  3. Do we have any control over the UI of the Playbook?

    It's limited. Renaming/removing OOTB stuff is not a good practice.


    Thanks & Regards,
    Muhammad Iftikhar
    If my response helped, please mark it as the accepted solution so others can benefit as well.
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