Preview an activity's runtime UI

  • Release version: Australia
  • Updated June 24, 2026
  • 1 minute to read

    • See how an activity will appear to end users when the playbook runs. Use the preview to confirm the activity's appearance in real-time, and adjust its configuration before publishing the playbook.

    Before you begin

    Role required: playbook_experience.admin

    Procedure

    1. Navigate to All > Workflow Studio > Playbooks.
    2. Select the playbook you want to preview.
    3. On the diagram canvas, hover over an activity card to display its toolbar, and then select the Edit icon .
      The activity configuration panel opens.
    4. Select Show UI preview to view the runtime appearance of the activity.
      Screenshot showing the location of the Show UI preview button.
      The Activity runtime UI preview panel appears alongside the configuration tabs.
    5. Switch from Example UI to Your UI to view your configurations with sample data.
      Screenshot showing the Your UI switch and the Tagline being updated live.
    6. Make changes to the activity configuration to build the runtime experience you want.
      The live preview updates in real-time to reflect your changes.
    7. Optional: Select Hide UI preview to dismiss the runtime view.
    8. Select Save and close.