Playbooks and workflows - how can i see a linked Playbook that is triggered after Flow triggered
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3 hours ago
So lets set the scene.
You already have a Flow handling an CSM/HR case (creating tasks, moving things along, etc).
You want a Playbook just for visibility — so employees can see progress in Employee Center.
The Playbook is not controlling the work — the Flow is.
Instead:
The Flow updates a custom field on the CSM/HR case (like “stage” or “status”).
The Playbook reads that field and moves through its stages automatically.
CSM/HR agents stay in SOW/HR Agent Workspace, not Playbook Workspace.
Can that be done? I'd love to know if someone has managed to do this somehow.
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