Playbook - Configure Action to Link to Destination

Jonas VK
Tera Guru

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

7 REPLIES 7

Preethi24
Tera Contributor

Hi @Jonas VK 

Did you got solution, I have similar requirement

Hi, 

We used the OOTB create a new record, and just modified the form with UI client script

One method i have used is to generate a record in the playbook, then the next step is a "wait for condition" and has a declarative action showing based on title and record condition.  This is using g_aw.openRecord - the record needs to be passed and on the correct table.

I do this for a change where I have prepopulated the record and the user is presented with 'Create "Normal" Change Requet'

They are just opening what I created a second before.