How to hide or remove the Skip button in the playbook for Custom workspace.
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3 weeks ago
Hi All,
How to hide or remove the Skip button in the playbook for Custom workspace.
Thanks in adavance,
Spandus
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3 weeks ago
You can completely hide the buttons and add custom buttons as per your functionality need.
For Mark Complete you can complete the underlying flow.
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3 weeks ago
Hi @SpanduS ,
The Skip button in the Playbook (Custom Workspace) is part of the default playbook action bar, and currently there is no direct checkbox in Playbook Designer to remove it.
A practical approach is to control it from UI Builder. Open your Custom Workspace → Record Page → Playbook component, then configure the action visibility and hide the Skip action using a visibility condition or script. After saving and publishing, the Skip button will no longer appear in the workspace.
Another workaround is to make the playbook step mandatory so users are forced to complete the step instead of skipping it.
This is usually handled through UI Builder customization since the Skip action is a default workspace action.
Hope this workaround helps!
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3 weeks ago
Hi @SpanduS ,
Steps-
- Navigate to All > Playbook Experiences > Actions > Activity Actions
- Open the Skip action record
- In the Action Exclusion related list, click New
- Add the table(s) where you want to hide/remove the button
Alternatively, you can deactivate the Skip action assignment from the same module if you want to remove it.
If this helped, please mark it as correct.
Thanks,
Aparna
