Edit the trigger for a playbook in Creator Studio

Define the trigger for a playbook in Creator Studio to specify what makes the playbook start running.

Before you begin

The trigger initiates a playbook to run on one of the app's forms. The form you select must already be configured for you to select it for the trigger.

To edit the trigger for a playbook, you must be given permission to work on the app.

About this task

Note:

You can't change a playbook's trigger (whether the form is submitted or updated to initiate the playbook) or how frequently it should run after you create the playbook. Instead, create a new playbook with a different trigger.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the app that contains the playbook you want to add actions to.
3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application.
   Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:

   • Portal (see a preview of how it'll appear on a desktop website)
   • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
   • Virtual agent (see a representation of how it'll appear on a chatbot interface)
     Note:

     Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

   The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

   Figure 1. Preview the app's experience

   

   You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

4. Select the Automations tab in the application header.
5. Check that you're editing the correct playbook in your app by selecting it from the Automations tab.
   
6. Select the Trigger ().
   The Additional properties modal appears, where you can edit some of the trigger's settings.
7. Make any changes to the trigger's general attributes.

   Table 1. General playbook definition fields

   Field	Description
   Playbook name	Descriptive name for the playbook you're creating.
   Description	Brief explanation of what the playbook does, for example, the end goal for the record type.

8. Change the Form whose catalog item generates the record type that you want the playbook to run on.
9. Change the conditions that must be met for the playbook to run by selecting Add conditions.

   When you use the condition builder to select a field for the automation's trigger, the final Questions field option in the list shows all possible catalog item variables and questions from your Task tables. Use the search box to find the question you're looking for.

   Add as many conditions as you need. For more information, see Create a condition statement using the condition builder.

10. Save your changes by selecting the Done button.