Is it possible to hide a completed playbook action?

Thomas Walker2
Tera Guru

Is it possible to hide an activity after completion in a Playbook?

I know there are settings to hide inaccessible activities and those that are pending but for a playbook I have, I'm using a wait for condition activity as a barrier to proceed in the playbook and it makes more sense for it to disappear once the condition has been met.

If not, no worries, just curious if there is a way about this that I have missed.

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Thomas Walker ,

About this task

Use the following fields in the playbook experience configuration record to control the visibility of playbook stages and activities.
  • Hide Inaccessible Activity: Accessibility is determined by user permissions. When enabled, the user cannot see an activity if they do not have permissions to view the data associated with the activity. If all activities in a stage are inaccessible to the user, the stage is also hidden.
  • Control Activity Display: Pending activities are those activities that have not yet been triggered. Select one of the options in this field to show or hide pending activities.

Procedure

  1. Navigate to All > Playbook Experience > Playbook Experiences.
  2. Select a Playbook experience.
  3. In the Configurations related list, click the desired configuration.
  4. Enable the Hide Inaccessible Activity check box to hide the activities in a stage that the logged-in user cannot access.

    The default value for this field is false.

  5. In the Control Activity Display field, select one of the following options.
    Option Description
    Show all activities
    • Shows all activities in a stage.
    • Pending activities are grayed out.
    • Default setting.
    Hide pending activity
    • Hides the pending activities in a stage.
    • If all activities are pending and hidden, the stage is grayed out.
    Hide pending lane and activity
    • Hides the pending activities in a stage.
    • If all activities are pending and hidden, the stage is also hidden.
  6. Click Update.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

View solution in original post

1 REPLY 1

Community Alums
Not applicable

Hi @Thomas Walker ,

About this task

Use the following fields in the playbook experience configuration record to control the visibility of playbook stages and activities.
  • Hide Inaccessible Activity: Accessibility is determined by user permissions. When enabled, the user cannot see an activity if they do not have permissions to view the data associated with the activity. If all activities in a stage are inaccessible to the user, the stage is also hidden.
  • Control Activity Display: Pending activities are those activities that have not yet been triggered. Select one of the options in this field to show or hide pending activities.

Procedure

  1. Navigate to All > Playbook Experience > Playbook Experiences.
  2. Select a Playbook experience.
  3. In the Configurations related list, click the desired configuration.
  4. Enable the Hide Inaccessible Activity check box to hide the activities in a stage that the logged-in user cannot access.

    The default value for this field is false.

  5. In the Control Activity Display field, select one of the following options.
    Option Description
    Show all activities
    • Shows all activities in a stage.
    • Pending activities are grayed out.
    • Default setting.
    Hide pending activity
    • Hides the pending activities in a stage.
    • If all activities are pending and hidden, the stage is grayed out.
    Hide pending lane and activity
    • Hides the pending activities in a stage.
    • If all activities are pending and hidden, the stage is also hidden.
  6. Click Update.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep