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Playbooks and workflows - how can i see a linked Playbook that is triggered after Flow triggered

davo
Giga Guru

So lets set the scene.  

 

  • You already have a Flow handling an CSM/HR case (creating tasks, moving things along, etc).

  • You want a Playbook just for visibility — so employees can see progress in Employee Center.

  • The Playbook is not controlling the work — the Flow is.

  • Instead:

    • The Flow updates a custom field on the CSM/HR case (like “stage” or “status”).

    • The Playbook reads that field and moves through its stages automatically.

  • CSM/HR agents stay in SOW/HR Agent Workspace, not Playbook Workspace.

 

Can that be done?  I'd love to know if someone has managed to do this somehow.

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