Enable Guided Activity View
Guide end users through a playbook, step-by-step.
Before you begin
- Role required: admin or playbook.admin
- Familiarize yourself with how to begin customizing the playbook experience in UI Builder. To learn more, see Customizing the Playbook Experience.
About this task
Guide end users through a playbook, one activity at a time. If you have a lot of end users encountering issues in a particular area, and you want to walk them through a series of questions that lead to a particular Instruction activity to complete work (or even KB activity for final instruction), consider using the Guided activity view. There are out-of-the-box playbooks that use the Guided activity view for employee self-service requests, such as time off or benefit requests, available through the Employee Center.
Note:
The following configurations and features are not supported for the Guided activity view:
- Parallel activities
- Optional activities
- The Pending Item Visibility configuration in the Guided Self-Service Experience playbook experience record in the Playbook Experiences list
[sys_playbook_experience.list]Note:This property is not relevant since there are no pending activities other than the current activity that an end user is in during a Guided self-service playbook run.
- Stage picker components, including filters
Procedure
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Navigate to , and open the Guided Self-Service in Employee Center experience.
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Open the page that you want to enable the Guided activity view for.
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Under Body in the component tree, open Playbook Activity Viewer.
The Playbook Activity Viewer panel opens on the right. -
In the Playbook Activity Viewer panel, under the Configure tab, open the Activity View drop-down and select Guided.
Result
For an end user who is running a playbook, the result is a playbook that runs one activity at a time. If configured, users can still restart the playbook and activities.
