Hi,
In a Playbook, I’m using a User Form Activity to show Task fields so agents can update the record directly from playbook.
Questions:
1. If the agent sets the Task State = Closed from the User Form, should the playbook activity auto-complete, or must they still click Mark Complete?
2. Why are the task fields visible only after clicking Update / Mark Complete?
Shouldn’t the playbook activity load with fields visible by default?
Want to confirm if this is expected behavior or if I’m missing some configuration.
Appreciate your Response.
TIA.
