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Playbooks for Portal - Fields are not showing

Yd0801
Tera Contributor

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?


1 REPLY 1

Tanushree Maiti
Tera Patron

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.

 

 

Please Accept the solution if it assisted you with your question & Mark this response as Helpful.
Regards
Tanushree Maiti
ServiceNow Technical Architect
LinkedIn: https://www.linkedin.com/in/tanushreemaiti