Two Step Instruction activity

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Two Step Instruction Activity

    The Two Step Instruction activity allows you to display different messages to end users based on the current state of the activity. You can set initial, skipped, and completed state messages to enhance user communication during the playbook process.

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    Key Features

    • Role Availability: Accessible to users with admin, playbook.admin, or pdauthor roles for inclusion in playbooks.
    • Input Configuration:
      • Label: Title displayed on the activity and playbook card.
      • Description: Information about the activity's usage or outcome.
      • Run Condition: Conditions for activity execution can be customized using data from prior activities.
      • Start Rule: Define when the stage or activity begins (immediately or after specific prior activities).
      • Start with Delay: Option to delay the start of an activity or stage.
      • Messages: Configure messages for different activity states (In Progress, Completed, Skipped).
    • Advanced Inputs: Additional configurations for assignment groups and users responsible for the activity can be set.

    Key Outcomes

    By effectively configuring the Two Step Instruction activity, you can ensure that end users receive clear and relevant messages throughout the playbook process, improving user experience and engagement. The outputs generated can also be utilized by subsequent activities in your playbook, enhancing overall workflow efficiency.

    Display a different message to end users based on the current activity state. You can specify an initial state message, a skipped state message, and a completed state message.

    Roles and availability

    • This activity is available as a common activity. Users with the admin, playbook.admin, or pd_author can add this activity to a playbook.

    Inputs

    Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
    Input Type Description
    Label String Title to display as activity and playbook card.
    Description String Information to display about activity usage or outcome.
    Run condition Condition Builder Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.
    Note:
    Select Show additional options to see this field.
    Start Rule Choice Under Schedule > Start Rule, select a start rule for when your stage should start running:
    • When process starts: Your stage starts running as soon as the playbook starts.
    • After specific stages: Your stage starts running after specified stage(s) have finished running.
    Under Schedule > Start Rule, select a start rule for when your activity should start running:
    • When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.
    • After specific activities: Your activity starts running after specified activities have finished running.
    Start with delay True/False Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.
    Note:
    Select Show additional options to see this field.
    Initial Message String Message text to display to end users when the activity state is In Progress.
    Completed Message String Message text to display to end users when the activity state is Completed.
    Skipped Message String Message text to display to end users when the activity state is Skipped.

    Advanced inputs

    After configuring the required inputs for your activity, you can also choose to configure additional inputs. In the side panel, select Show additional options to display these advanced inputs. For more information, see Activity experience.
    Input Type Description
    Assignment Group Reference.Group [sys_user_group] Group responsible for completing the task associated with the activity.
    Note:
    Select Show additional options to see this field.
    Assigned To Reference.User [sys_user] User responsible for completing the task associated with the activity.
    Note:
    Select Show additional options to see this field.

    Outputs

    These outputs can provide data to other activities in your playbook. You can access this data as activity inputs when you configure your activity:
    Output Type Description
    Record Reference.Task[task] Reference to the record associated with the activity.