Add translations for playbooks

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Make playbooks available in multiple languages during runtime, to support worldwide business processes.

    Before you begin

    • Role required: admin or playbook.admin
    • To enable custom translations for playbooks, install the 27.1 app version or later.
    • Activate any playbooks that you want to translate.
    • To learn more about translating custom content in general, see Translating custom content.

    About this task

    UI Message records are used to translate the text in your playbooks to different languages at runtime, similar to the way system messages are translated on the platform. To learn more about the Message table [sys_ui_message] in general, see Message table.

    The playbook text that you can create translations for are:
    • Playbook Label
    • Stage Label
    • Activity Label
    • Activity Description
    • HTML and string Activity UI Layout properties
    Note:
    Automation inputs such as text used to create emails or records are not translated. Only text that is shown at runtime within a Playbook Experience is translatable.

    Procedure

    1. Navigate to Workflow Studio, open playbook, activate playbook.
    2. Open the All menu.
    3. In the filter bar, type and enter sys_pd_process_definition.list.
    4. Select the playbook that you want to add translations for.
    5. Open the Translated Messages tab.
      All of your playbook text is listed here.
    6. Open a piece of text that you want to translate.
    7. From the Language drop-down, select the language that you want to translate to.
    8. In the Message field, enter the translation.
    9. Right-click on the form header to open the context menu, and select Insert.
      Your translation is saved.
    10. Repeat steps 1-8 to add more translations.

      Adding a Spanish translation for the piece of text "Instructional"

    Result

    When the playbook runs, the translated content appears for agents in their user session language.