Playbooks for Portal - Fields are not showing
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
08-10-2026 06:02 AM
Hello,
I have a requirement to build Playbook for service portal for offboarding request.
I created record generator with view having some fields , for ex. Employer Name, Termination Date
and then on Playbook i want to show othr fields on different stages
I created Playbook which trigger on record created and then made a stage called Cellular in which employe's phone related field will there , for that i created a new view to show some fields, but on portal and record generator field display when i click conitnue no field is visible.
How can i show fields on different stages?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Monday
Hi @Yd0801
Ensure you have added fields in correct view.
Refer: https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB2985390
Resolution
> Navigate to sys_pd_activity table and open the respective playbook activity.
> Click on Advanced View, select the 'Activity Experience' Section
> Under 'Form' section observe the fields 'Form View' and 'Form Fields'
> Open the Associated Table record from the above selected form view.
> Observe that the field would not be available from this view.
> Add the field on to this view and observe that the field will now be populated under the playbook activity from workspace.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti
