Create additional activity overrides that extend or replace overrides defined by the global Playbook experience. Playbook activity overrides enable you to override the default display behavior of individual activities within your playbook.

Before you begin

Role required: playbook_experience admin

About this task

After specifying a set of conditions, you can override the UI. This override enables you to change the default prioritized state, required roles, and the UI component used to display matching activities in a playbook for a specific playbook experience. By default, all activity overrides defined for the global Playbook experience are used. You can extend or override these records with your own records for your Playbook experience.

Procedure

  1. Navigate to All > Playbook Experience > Playbook Experiences.
  2. Select a Playbook experience.
  3. Click the Activity Overrides related list.
  4. Click New.
  5. On the form, fill in the fields.
  6. Click the When to apply tab.
  7. On the form, fill in the fields.
    This form enables you to specify which activities this override applies to.
  8. Click the What to override tab.
  9. On the form, fill in the fields.
    This form enables you to specify what behavior you want to override.
  10. Click Submit.

What to do next

Define Playbook actions.