Add a cancel playbook action to the playbook actions menu.

Before you begin

Role required: playbook_experience.admin

Procedure

  1. Create the cancel action and specify details.
    1. Navigate to Playbook Experience > Actions Playbook Actions.
    2. Click New.
    3. 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. For example, Cancel Playbook.
      Action Name Name for your action that appears in the action assignment list. For example, cancel_student_playbook. An action assignment overrides others with the same name.
      Implemented as Select Client Action.
      Specify Client Action Select Cancel Playbook.
      Tooltip Text that displays when an agent points their cursor over a button or icon.
      Description Description for the action that's displayed in the Action Assignments list.
      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.
  2. Set up action attributes.
    1. Select the Action Attributes tab.
    2. Select playbookContextId in the Payload Map drop down.
    3. Enter {{playbook_context_id}} into the value field.
  3. Set up conditions for the action.
    1. Click the Conditions tab.
    2. Select Playbook Status is In Progress in the Client Conditions drop down.
    3. Select Requires write access.
  4. Click Submit.