Add a Go back activity to a playbook

Add a Go back activity to a decision branch in your playbook and configure where the playbook returns to when the activity runs.

Before you begin

Role required: pd_author

About this task

A Go back activity must be placed inside a decision branch. The decision must have at least one branch that moves forward in the playbook. For information about the Go back activity and design considerations, see Go back activity.

Note:

If restart is not configured for the target, the playbook does not continue from that point. For information about configuring restart, see Configure restart for Playbooks.

Procedure

1. Navigate to All > Process Automation > Workflow Studio.
2. On the Playbooks tab, open the playbook you want to edit.
3. Insert a Go back activity on an existing decision branch or between two stages in the Diagram view.
   1. Select the (+) icon.
   2. From the mini-picker, select Add a Go back.
   If you insert the Go back activity between two stages or activities without a decision node, Workflow Studio automatically inserts a decision node and places the next stage or activity and the Go back in parallel branches.
4. Select the Go back activity.
5. On the Go back properties panel, under the Configuration tab, configure the Go back target.

   Go back to	Description
   Activity	The playbook returns to the start of a specific activity. Select the target activity from the list of activities earlier in the playbook.
   Stage	The playbook returns to the start of a specific stage. Select the target stage from the list.
   Start of Playbook	The playbook returns to the beginning. No additional selection is required.

6. Verify that your configuration is valid.
   Workflow Studio highlights errors in real-time. Correct any errors before activating.
7. Complete the playbook by adding the stages and activities required for the process.

What to do next

After the playbook is complete, test and activate it.