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08-03-2025 03:43 AM
I have a playbook associated with CSM Default Record Page variant. It is meant to start when a new case is created.
It just does not fire when I create a new case by using the "New" button from list view. When I save this new case, then a tab shows up with the activity. Till then this tab is empty.
Any hints?
Solved! Go to Solution.
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08-10-2025 08:21 PM
Installing "sn_csm_playbook" plugin has solved all my issues. Thanks.
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08-10-2025 08:21 PM
Installing "sn_csm_playbook" plugin has solved all my issues. Thanks.
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3 weeks ago
To trigger a playbook while in record creation you should create a record generator first only then the playbook gets triggered on record generation . You can find record generator in application navigator
