How to trigger playbook when specific record producer is used

[guilhefernandes]

I´m trying to trigger a playbook everytime a specific record producer creates a record on table X. 

Only the records from this record producer can trigger this playbook (not all of the records in this table) and no other playbook should be triggered from this record producer (not even the default one).

I've tried many unsuccessful approaches:

Using a trigger based on the sc_item_produced_record table creation with a condition to filter the producer: works well to trigger only on the correct records but then fails to associate the actual record to the playbook (since I need the playbook to display and edit fields of the record produced from the record producer).

Using a flow that triggers on the same condition as the previous attempt but fails to launch the playbook (I've tried installing the "Playbook Experience" plugin and still there is no action that allows me to launch playbooks from within the flow).

Is this achievable? If so, how?

Thanks,

Guilherme

[Ankur Bawiskar]

@guilhefernandes 

You can do this

1) create a custom field on your target table of type Boolean saying "Triggered From RP"

2) use record producer script to set this field as true

3) trigger your playbook on that table when this Field is true

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[guilhefernandes]

Hi Ankur,

Thanks for your reply!

I forgot to add that restriction, I can't create new fields (due to the clients' instance restrictions). 

Any other solution?

[Tanushree Maiti]

Hi @guilhefernandes 

Try the options as these links suggest:

1. Add and configure a trigger in a playbook 

2. Playbook record generator