A UI Layout describes what properties and components to use when an activity renders as a card in a Playbook Experience.
When creating an activity definition, you must select an UI Layout to associate your activity definition with. Playbooks come with the following UI Layouts that are available in your instance by default:
Create Record
Questionnaire
Instructional
Knowledge
List
Record
Record generator
Depending on the UI Layout associated with the activity, different sections and fields appear under the activity definition's Activity Experience. These sections and fields let you set
up the activity data that renders during the runtime Playbook Experience.
주:
All UI Layouts, except for Record generator, display an Associated Record section. For information on how to set up or edit the Associated Record section in an
activity definition, see Create an activity definition.
Create Record
If you choose the Create Record UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Details
Displays the following fields:
Tagline
Icon
Title
Description
Pending State Title
Pending State Description
Record fields
Footer
Form
Displays the following fields:
Form View
Form fields
Template Fields
Attachments
Displays the following fields:
Attachment source
Attachments read only
Features
Displays the following fields:
Show SLA
Show Checklist
Is Automated
The Create Record activity that comes with the application uses this UI Layout.그림 1. In an activity definition
In Workflow Studio, the fields are configured on the UI Layouts tab of the side panel:그림 2. In Workflow Studio
In a running playbook, your configurations are reflected:그림 3. In a running playbook
Questionnaire
If you choose the Questionnaire UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Details
Displays the following fields:
Tagline
Icon
Title
Description
Pending State Title
Pending State Description
Record fields
Footer
Form
Displays the following fields:
Form View
Form fields
Attachments
Displays the following fields:
Attachment source
Attachments read only
Features
Displays the following fields:
Show SLA
Show Checklist
Is Automated
Instructional
If you choose the Instructional UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Details
Displays the following fields:
Tagline
Icon
Title
Description
Footer
Features
Displays the following field: Is Automated
Knowledge
If you choose the Knowledge UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Knowledge
Displays the following fields:
Knowledge Table
Knowledge Record
Details
Displays the following fields:
Title
Footer
Features
Displays the following field: Is Automated
List
If you choose the List UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Details
Displays the following fields:
Tagline
Icon
Title
Description
Record fields
List Details
Displays the following fields:
List Title
Table
List Query
UI View
Columns
Max Columns
Row Count
Features
Displays the following field: Is Automated
Record
If you choose the Record UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Associated Record
Displays the following fields:
Associated table
Associated record
Experience Status Table
Experience Status Record
Details
Displays the following fields:
Tagline
Icon
Title
Description
Pending State Title
Pending State Description
Record fields
Footer
Form
Displays the following fields:
Form View
Form fields
Attachments
Displays the following fields:
Attachment source
Attachments read only
Features
Displays the following fields:
Show SLA
Show Checklist
Is Automated
Record generator
Activities with a Record generator UI Layout create a record during runtime, and redirect users to the record. For example, in this activity, after an agent selects the Continue button, a record is created
and they are taken to that new record.
If you choose the Record generator UI Layout, the following sections appear in the Activity Experience section for your activity definition:
Template Fields
Process Definition Scoped Name
Associated Table
Form View
Guided Decision
주:
The Guided Decision UI Layout is available with a subscription to App Engine or Customer Service Management (CSM). For more information on how to enable this activity for use in Playbooks, see Activate Playbooks for Customer Service Management (CSM).
If you choose the Guided Decision UI Layout, the following fields appear in the Activity Experience section for your activity definition:
