question Playbook decision with new record in Developer forum

Playbook decision with new record

cczernia — Fri, 13 Dec 2024 18:25:51 GMT

I'm trying to put a Playbook together and use the "New Record" activity.

After generating the record I want to base a decision on the record I just created. However, the branch conditions are based on the output from the activity that does not include the new record data. Other activities can reference the new record data just not the decision condition.

I even tried to make a copy of the New Record activity and include the record data in the output (which comes from a sub flow called "Wait For Created Record". However, when defining input/output references you have to choose a table.

So, two questions:

1. Is there a way to get the data from the New Record in the conditions of a decision?

2. Is there a way to make an input/output reference table dynamic?

Re: Playbook decision with new record

SiddhardhaN7964 — Sun, 27 Apr 2025 05:59:40 GMT

@cczernia - I am facing same issue. Do you have any alternative options to over come this issue?

Re: Playbook decision with new record

cczernia — Mon, 28 Apr 2025 15:57:24 GMT

The only solution I came up with was to make a copy of the "New Record" action and subflow then specify the table in the new subflow. Once the table is specified I was able to access the tables data in the condition.

Re: Playbook decision with new record

SiddhardhaN7964 — Fri, 02 May 2025 04:45:04 GMT

thanks @cczernia - i was able to clone subflow and add required fields in output.