When a user selects a specific value in a playbook activity field, the system automatically Skips th
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04-14-2026 07:22 AM
When a user selects a specific value in a playbook activity field, the system automatically Skips the designated playbook stage and advances to the next applicable stage
When a user makes a selection from a choice field in a Stage 2 playbook activity:
- Option 1 → Playbook proceeds normally through Stage 3, then to Stage 4
- Option 2 → Playbook skips Stage 3 entirely and move directly to Stage 4
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04-15-2026 02:29 AM
Is this just a statement on how playbooks work, or do you have a question?
If it's the latter, please tell us what you did, what the requirement is and what is actually happening with your config, so we know how to assist.
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04-15-2026 06:29 AM
@Mark Manders
Requirement: When a user selects a specific value[Choice field] in a playbook activity field, the system automatically needs to Skip the designated playbook stage and advance to the next applicable stage
Detailed Requirement: When a user makes a selection from a choice field in a Stage 2 playbook activity:
- With Option 1 Selected → Playbook proceeds normally through Stage 3, then to Stage 4
- With Option 2 Selected → Playbook skips Stage 3 entirely and move directly to Stage 4
How to achieve this?
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04-16-2026 12:12 AM
By adding an 'if' after the choice activity.