Playbook

[Vedavalli]

Hi

For example there are 2 playbooks for the incident table when we add to the ui builder how it'll recognise which playbook to display in the workspace?

thank you.

[M Iftikhar]

@Vedavalli ,

When multiple playbooks are associated with the same table (e.g., the customer case table) and added to a UI Builder workspace, the system determines which playbook to display based on the conditions defined within each playbook's trigger or criteria.

Here's how it generally works:

Playbook Triggers/Conditions: 

Each playbook is designed with specific conditions that dictate when it should be initiated. These conditions are evaluated against the record data.

Thanks & Regards,  
Muhammad Iftikhar  

If my response helped, please mark it as the accepted solution so others can benefit as well. 

 

[Vedavalli]

Don't we have other configurations other than this trigger

[M Iftikhar]

What's your use case? You mean run a playbook/associate it with a record in workspace based on some custom condition not present in it's trigger condition.

[Vedavalli]

leave about trigger conditions . for incident two playbooks are their and in workspace for incident record  page we added playbook component so my question is in those 2 playbooks is there a way to show only one playbook