Configure experience status mapping for playbook status mapping.

Before you begin

Role required: playbook_experience.admin

Procedure

  1. Navigate to All > Playbook Experience > Playbook Experiences and select a playbook experience.
  2. Select Status Mapping.
  3. Click New.
  4. On the form, fill in the fields.
    Table 1. Playbook Experience Status Mapping form
    FieldDescription
    Experience Status Table Which Experience Status Table this mapping is for
    Experience Status Field Which choice field on the table contains the Experience Status value
    Order Order of precedence for multiple mapping records on the same table
    Active Check box that activates or deactivates the status-mapping table.
  5. Click Submit.
  6. Select the Experience Status to Activity State tab.
  7. Click New.
  8. On the form, fill in the fields.
    Table 2. Playbook Experience Status to Activity State Map
    Field Description
    Experience Status Record Value Choose an Experience Status to map to a Playbook Activity State
    Activity Card Value Choose a corresponding Playbook Activity State to display in a card for the given Experience Status
  9. Click Submit.
  10. Repeat steps 7 through 9 until all values have been added for every possible Experience Status.
  11. Select the Activity State to Experience Status tab.
  12. Click New.
  13. One the form, fill in the fields.
    Table 3. Playbook Experience Activity State to Experience Status Map
    Field Description
    Activity Card Value Choose a Playbook Activity State to map to an Experience Status
    Experience Status Record Value Choose which value should be set on the Experience Status Record when a Playbook user assigns that Activity State to an activity
  14. Click Submit.
  15. Repeat steps 12 through 14 until all values have been added for every possible Activity State.