When a user selects a specific value in a playbook activity field, the system automatically Skips th

PREMSAIA
Tera Contributor

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
3 REPLIES 3

Mark Manders
Tera Patron

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.

@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?


By adding an 'if' after the choice activity.