PAD Playbook: Unable to override/replace the 'Show List of Records' Action Assignments

[DJ Wolfson]

I've been following the instructions provided on the 'Custom Playbook actions' documentation to create my own custom Playbook Action Assignments for activities with no luck. They either never seem to display, or sometimes show up for a split second before disappearing.

However, I've found a workaround to let me override the three default Action Assignments that are on most Playbook Activities (ie. For the 'User Form' activity we have skip_activity (Skip), update_record (Update), and save_and_complete_activity (Mark Complete)). You can use those action names when creating new Action Assignments to override they logic. For example, I change the label of 'Mark Complete' to 'Confirm Details', and also set the Scripted condition to false for Skip to completely hide it.

But here is where my issue comes in... I can't get this to work on any of the Action Assignments for the 'Show List of Records' activity. I've tried to do the process I described above using the action names:

1. skip_list (Skip)
2. mark_complete_list (Mark Complete)
3. open_list (Open List)

Does anyone know what I may be doing wrong. I would really appreciate being able to replace/remove them and use my own logic. Thanks in advance.

[DJ Wolfson · Accepted solution]

I decided to move forward with an alternative to overriding the activities as I explained above. Instead, I creating new Process matching the logic and values of the OOB 'Show List of Records'. With this I was able to make my own custom and scoped Action Assignments.

[Edward Novella]

can you show how you make these ?

[Amar_SR]

Hi @DJ Wolfson , Could you please explain me how to remove/hide the Skip action from any of OOTB Playbook activity? 

[DJ Wolfson]

Hello. It's been a while since I've worked on this, but I recall doing the following:

1. Duplicating the action within my scope (insert and stay might do the trick).
2. Ensure the action is showing up as expected on my playbook (play around with the label to confirm it's showing)
3. Override the action's condition to always return false.

The scoped version will take precedence if you've linked it properly, and then the condition being false will make sure it never shows up.

https://www.servicenow.com/docs/csh?topicname=playbook-actions-components.html&version=latest