How to show a catalog item on playbook using process automation designer

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11-17-2022 06:43 AM - edited 11-17-2022 06:45 AM
We are using the process automation designer and showing them on agent workspace using playbook.
We have a requirement where in the agent needs to submit a record producer at one activity from playbook.
I tried to create new activity definition with experience type as catalog item but that is not showing anything on the playbook.
The idea is to show the fields of record producer on playbook and let the agent submit the record producer directly from playbook.
@Bimschleger Can you help me in this please
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03-11-2025 03:52 PM
I also need a solution to dynamically reference record producers in playbook. We have 50+ applications with different questions on each - to avoid creating 50+ tables we decided to use record producers and put the input from the variables into the case description field. Unfortunately that process will not work with record generators, although questionnaires are an option in playbooks it does not help for the trigger record.
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4 weeks ago
Hi,
One workaround for this is to create a questionnaire activity with list of questions. And once questions are filled by the agent, create another activity post that to use a subflow, pass answers of questionnaire activity and user Cart API to submit record producer/catalog item.
Thanks,
Vikrant