Create playbook UXF client actions for use within UI Builder.

Before you begin

Role required: admin

Use UXF client actions to trigger events within UI Builder. UXF Client Actions can be used in the Playbook, Stage, and Activity Actions.

Procedure

  1. Navigate to All > Playbook Experience > Actions Playbook Actions, Stage Actions, or Activity Actions.
  2. Select an action assignment or click New to create a new one.
  3. On the form, fill in the fields.
  4. Click Submit.

What to do next

Implement the UXF client action for playbook using UI Builder.