Provide agents a way to view the history for a parent record or associated record in playbook.

Before you begin

Role required: process_automation.admin

About this task

Activity streams at the playbook and stage level only display history for the parent record. Activity actions display history from associated records.

Procedure

  1. Navigate to All > Playbook Experience > Actions and select Playbook Actions, Stage Actions, or Activity Actions.
  2. On the form fill, in the fields.
    Table 1. Action Assignment form
    FieldDescription
    Action Label Label that appears on the button created through the action.
    Action name Name for your action that appears in the action assignment list. An action assignment overrides others with the same name.
    Implemented as Select UI Component from the list.
    Specify UI component Enter now-playbook-activity-stream-modal-connected.
    Icon Icon that displays in the activity card.
    Render Mode Render mode on a Playbook card. Specify how the action renders on the Playbook card. Select Button, Header Dropdown, or Header Icon.
    Button type Button type that's displayed in the Playbook UI. Select Primary, Secondary, or Tertiary.
    Form Fields Required Option that communicates that the action requires data from the user to proceed.
    This field is consumed in the Playbook experience UI in the following ways.
    1. When an activity contains a form that's too large to fit on a card, the form is hidden in a modal.
    2. When an Activity contains a form but doesn't have actions that require form fields, the form is not rendered. Instead, the fields on the form are rendered as a stacked collection of label-value pairs.
    This field can be overridden by creating a custom activity renderer.
    Application Application for the action assignment.
    Workspace Workspace that the playbook action is associated with. For example, ServiceNow® ITSM or HR.
    Note: This field is not required.
    Table Field to limit this action to activities with this associated table.
    View Field to limit this action to activities with this Form View.
    Active Option to activate the action.
    Order Integer that determines the precedence of this action in relation to matching actions with the same name. The lower the number, the more likely it is to be selected against other actions. This ordering enables you to override other actions with your own. The typical practice is to use numbers that are in the hundreds. For example, 100, 200, 300, or 400.
    Description Description for the action that's displayed in the Action Assignments list.
  3. Select the Component Attributes tab.
  4. On the form, fill in the fields.
    Table 2. Component Attributes form
    Field Description
    table Select the table you want to display an activity stream for.
    • For playbook and stage level, {{table}} shows an activity stream for the parent table.
    • For activity level, {{table}} shows an activity stream for an associated table.
    sysId Select the record you want to display an activity stream for.
    • For playbook and stage level, {{sysId}} shows an activity stream for the parent record.
    • For activity level, {{sysId}} shows an activity stream for an associated record.
    modalTitle Provide a title for the activity stream modal.
  5. Select the Conditions tab.
  6. Set the conditions for when you would like the activity stream to display.
  7. Click Submit.