Add an activity to a playbook
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- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Process Designer
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Add pre-selected optional activities to a playbook if available.
Before you begin
Role required: agent
About this task
Add and complete optional playbook activities in a running playbook. This example shows how an optional activity can be added to a playbook. Playbook admins must pre-configure optional activities. You cannot insert an optional activity as the first activity in a stage or between two finished activities. Some optional activities can be added to any stage while others can only be added to a single stage. If optional activities are not configured for a playbook, no optional activities will be available.
Procedure
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Select the action menu icon (
).
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Select Add Activity.
Note: Add Activity will not display if no optional activities available in this stage. -
Select + Add activity here in the location you want to
add the activity to the playbook.
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Select the activity you would like to add to the playbook.
Result
