Playbook activity state-mapping permissions

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • User permissions must be assigned to allow agents to complete or skip activities in playbook using activity state mapping.

    Can Complete and Can Skip permissions in declarative action client conditions [sys_declarative_action_assignment.list] are determined whenever an activity is fetched based on the following conditions:
    • Experience Status Record must be defined
    • Users must have write access on Experience Status Record
    • Activity State Mapping rule set must exist for Experience Status Table
    • User must have write access on Experience Status Field for that table
    • Activity State to Experience Status mapping rule must exist for that corresponding operation:
      Playbook Activities Activity State
      Can Complete Complete
      Skip Skipped
    If the permissions are not valid, users cannot perform that operation. The corresponding declarative actions that use the Can Complete and Can Skip client conditions will not display.
    Adding Can Complete or Can Skip client conditions to a declarative action
    注:
    If a user does not have read access on the Experience Status Field of the Experience Status Record, the default activity state will be used instead. The default activity state is the state of the flow powering the activity.