Playbook 'Mark Complete' on User Form not Saving Form

DJ Wolfson
Kilo Sage

The Action Assignment (sys_declarative_action_assignment), 'Mark Complete' is implemented as a Client Action (Complete Activity) which does not save any data, it just sets the activity's stage to Complete. Is there any way to make this Action Assignment Save the form AND Complete the Activity?#ProcessA

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DJ Wolfson
Kilo Sage

After doing some digging this actually seems to be a Scoped Table issue. Outside of the Playbook Experience scope, any custom Action Assignment on a User Form Activity that uses the 'Complete Activity' record for the Client Action will not be able to save the form AND complete the Activity. It will only complete the Activity.

 

Creating the custom Action Assignment within the Playbook Experience scope with the exact same parameters I used in my own scoped app had the desired effect of completing the activity and saving the form on the same action. I intend to make a Support ticket related to this since I don't see why this should be the case.

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5 REPLIES 5

Kalyani Jangam1
Mega Sage
Mega Sage

Hi @DJ Wolfson 

In client action you can directly call g_form.save() method for saving form.

Action Assignments have a few different types of 'Implemented as' choices. The 'Client Action' is reference to a Payload that is sent to the UI Builder macro component that handles the Event. The 'Client Script' would allow me to g_form.save(), but this would not allow me to communicate with the UI Component that the Activity is Complete.

DJ Wolfson
Kilo Sage

After doing some digging this actually seems to be a Scoped Table issue. Outside of the Playbook Experience scope, any custom Action Assignment on a User Form Activity that uses the 'Complete Activity' record for the Client Action will not be able to save the form AND complete the Activity. It will only complete the Activity.

 

Creating the custom Action Assignment within the Playbook Experience scope with the exact same parameters I used in my own scoped app had the desired effect of completing the activity and saving the form on the same action. I intend to make a Support ticket related to this since I don't see why this should be the case.

I have a similar issue and when I click on "Mark Complete" button, system is not completing the activity, Please can you share the detailed steps you performed to resolve this issues.