When a user selects a specific value in a playbook activity field, the system automatically Skips th
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3 weeks ago
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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3 weeks ago
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.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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3 weeks ago
@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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3 weeks ago
By adding an 'if' after the choice activity.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
