Is it possible to hide playbook activities from certain users?

[User492770]

Hello,

I'm trying to create access restrictions to playbook activities based on roles, but I'm not sure whether this is possible.

https://docs.servicenow.com/bundle/quebec-servicenow-platform/page/administer/workspace/task/set-up-activity-overrides.html 

The above mentioned article about playbook activity overrides doesn't work as I understand it should. I can only hide individual playbook cards from everyone else, except system admins. I'm using User Form activity, which I want to restrict access to a specific roles. It does the restriction to correct activity in the process hiding the activity from everyone else except Admin. I want the playbook card to hide from example everyone who doesn't have itil -role. We are using custom roles for this one.

Where I'm going wrong?

When to apply form - section

Experience type = Record

Parent table = sn_customerservice_case (it triggers the playbook)

Associated table = sn_customerservice_case (tablte associated in User From activity)

Experience property Conditions: Description = "the description written to the User Form activity".

What to override form - section

Roles Required = my custom role (no admin) who I want to access to the playbook activity

[benjamin shiao · Accepted solution]

Here is a method to control role based visibility on playbook activities:

see the sys_playbook_activity_renderer_list table, create a record, define roles required, filter a tagline on the activity.

all activities where you add the tagline, this record will control visibility

example where activity 1.2 would be only visible to admin:

the PAD activity config

the sys_playbook_activity_renderer record:

[Ankur Bawiskar]

@benjamin shiao 

I configured something similar but it didn't work.

Can you help how it actually works?