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    Home Paris Now Platform Capabilities Now Platform capabilities Workspace Using workspace Working on issues in workspace Interact with Playbook

    Interact with Playbook

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    Interact with Playbook

    Interact with a real-time business workflow in Workspace. Agents can use Playbook to update records, upload attachments, and complete tasks across multiple workflow activities in line.

    Playbook overview

    The Playbook workspace experience provides fulfillers with visibility into cross-business workflows and the actionable tasks used to complete these workflows.

    1. Playbooks may appear in the contextual side panel or in the related items of records configured with Playbook.
    2. Activities that you must perform to complete the business workflow are displayed. You're able to see what you've done and what you must do to complete the playbook. You can collapse activities to display relevant activities, and expand them again.
    3. Activities are typically performed sequentially. You can go back to those activities to complete them later, if necessary. Complete an activity and go to the next activity, or complete the playbook.

    Playbook flow.

    Default Playbook anatomy

    Default Playbooks contain the following UI.
    Playbook header
    Shows the title of an activity set. Selecting the Playbook header expands the activity set so that you can see all activities nested under it. A check mark inside the Playbook header indicates that the activity set is complete.
    Playbook header.
    Accordion and nested accordion
    Click the accordion icons (Playbook accordion icon) to expand or hide the details of each stage.
    The status indicator icon (Playbook nested accordion) identifies when the activities within the stage haven't started yet.
    The status indicator icon with a check mark (Playbook status indicator) shows that all activities within the stage are complete.
    Playbook tab accordion.
    Activity Filter
    Use the card filter icon (Playbook filter icon) to filter a playbook.
    Playbook filter.
    Number of activities
    See the number of activities and how many have been completed.

    Playbook number of activities.
    Activity card
    See details about an activity in the playbook card which may include the status, SLA timer, form data, and attachments.
    Playbook card.
    Playbook card icons
    Click buttons, header icons, and header lists in an activity card to perform additional actions. These actions include the following.
    • Activity status
    • Card actions
    Playbook card icons.

    Default activity properties

    Default activities contain the following UI properties.

    Activity UI properties.

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    Release version
    Choose your release version

      Interact with Playbook

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Interact with Playbook

      Interact with a real-time business workflow in Workspace. Agents can use Playbook to update records, upload attachments, and complete tasks across multiple workflow activities in line.

      Playbook overview

      The Playbook workspace experience provides fulfillers with visibility into cross-business workflows and the actionable tasks used to complete these workflows.

      1. Playbooks may appear in the contextual side panel or in the related items of records configured with Playbook.
      2. Activities that you must perform to complete the business workflow are displayed. You're able to see what you've done and what you must do to complete the playbook. You can collapse activities to display relevant activities, and expand them again.
      3. Activities are typically performed sequentially. You can go back to those activities to complete them later, if necessary. Complete an activity and go to the next activity, or complete the playbook.

      Playbook flow.

      Default Playbook anatomy

      Default Playbooks contain the following UI.
      Playbook header
      Shows the title of an activity set. Selecting the Playbook header expands the activity set so that you can see all activities nested under it. A check mark inside the Playbook header indicates that the activity set is complete.
      Playbook header.
      Accordion and nested accordion
      Click the accordion icons (Playbook accordion icon) to expand or hide the details of each stage.
      The status indicator icon (Playbook nested accordion) identifies when the activities within the stage haven't started yet.
      The status indicator icon with a check mark (Playbook status indicator) shows that all activities within the stage are complete.
      Playbook tab accordion.
      Activity Filter
      Use the card filter icon (Playbook filter icon) to filter a playbook.
      Playbook filter.
      Number of activities
      See the number of activities and how many have been completed.

      Playbook number of activities.
      Activity card
      See details about an activity in the playbook card which may include the status, SLA timer, form data, and attachments.
      Playbook card.
      Playbook card icons
      Click buttons, header icons, and header lists in an activity card to perform additional actions. These actions include the following.
      • Activity status
      • Card actions
      Playbook card icons.

      Default activity properties

      Default activities contain the following UI properties.

      Activity UI properties.

      Tags:

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