Playbook activity state-mapping rules

Use activity state-mapping rules to control which activity state is shown in a card for a given experience status record.

Activity state-mapping rules are required for each Experience Status Table. These rules determine how to update the experience status record when a playbook user updates an activity state, such as completing an activity.

Out-of-the-box Global Playbook Experience includes a default rule set for the sys_flow_data table. This rule set is enough for most playbook activities, but additional rules can be created for custom tables if needed.

Activity state-mapping rules for a given Experience Status Table are unique for each Playbook Experience and can be accessed in the related tabs by clicking Status Mapping.

Figure 1. Status Mapping tab

Experience status mapping records

Each Experience Status Mapping record specifies which field on the Experience Status Tables contains the Experience Status value. Experience Status Mapping records also have the following related lists.

• Experience Status to Activity State rules
• Activity State to Experience Status rules

Figure 2. Experience Status Mapping record related lists

The Experience Status to Activity State form controls which activity state is shown in a card for a given experience status record value. The form populates the Experience Status Record Value list with the choice values of the Experience Status Field.

Figure 3. Playbook Experience Status to Activity State Map

Activity State to Experience Status form controls how the experience status record is updated when a playbook user updates an activity state, such as skipping an activity. The form populates Experience Status Record Value list with the choice value of the Experience Status Field.

Figure 4. Playbook Experience Activity State to Experience Status Map