I am setting up a playbook which makes a new record in a table and then provides required/needed fields access to users in order to move forward to different states as configured.
While its creating a new record, the form view thereafter comes as read-only and provides no scope for editing it through the playbook.
Also, once the user uses the UI action to move to the next state, even though the state changes to the next one, the playbook remains stuck and does not move to the next activity/stage.
Hello, if anyone lands here as I did, my issue was also that the form was read only within the playbook and I knew the user had no ACL problems. On my situation I had a custom activity with custom assignments so I did not have the mark complete or update Action assignments but I was also using the default UI record layout.
I found that we actually don't need to have the update action assignment, what we need is to have at least 1 action that has the field Form Fields Required set to true.
Hope it helps 🙂
