Playbook - Configure Action to Link to Destination

Jonas VK
Tera Guru

‎01-03-2024 06:10 AM

Hi all, 
I am trying to create a new Client action to redirect from the playbook to a new page in the workspace to create a record. 
But when pressing the button, it does not seem to react to anything. 
I have a feeling I am missing something, but I can't seem to find what might be wrong. 

Here is the custom action 

JonasVK_0-1704290946013.png

The action has been added to the playbook and is visible in the workspace. 

JonasVK_1-1704290973174.png

JonasVK_2-1704290998943.png

 

Thanks in Advance,
Jonas

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4 REPLIES 4

RJ33
Tera Contributor

‎03-02-2025 11:10 PM

Hi @Jonas VK , were you able to get a solution for this? I have a similar requirement

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Jonas VK
Tera Guru
In response to RJ33

‎03-03-2025 12:02 AM

Sadly not and we took a different route.

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AnushkaS
Tera Contributor
In response to Jonas VK

‎10-09-2025 04:50 AM

Hi @Jonas VK , what other approach you took, facing the same difficulty.

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AnushkaS
Tera Contributor

‎10-09-2025 04:48 AM

Hi @Jonas VK , having the similar requirement can you explain what alternative approach you took

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