Enable Guided Activity View

Guide end users through a playbook, step-by-step.

Before you begin

• Role required: admin or playbook.admin
• Familiarize yourself with how to begin customizing the playbook experience in UI Builder. To learn more, see Customizing the Playbook Experience.

About this task

Guide end users through a playbook, one activity at a time. If you have a lot of end users encountering issues in a particular area, and you want to walk them through a series of questions that lead to a particular Instruction activity to complete work (or even KB activity for final instruction), consider using the Guided activity view. There are out-of-the-box playbooks that use the Guided activity view for employee self-service requests, such as time off or benefit requests, available through the .

Note:

The following configurations and features are not supported for the Guided activity view:

• Parallel activities
• Optional activities

• The Pending Item Visibility configuration in the Guided Self-Service Experience playbook experience record in the Playbook Experiences list [sys_playbook_experience.list]

  Note: This property is not relevant since there are no pending activities other than the current activity that an end user is in during a Guided self-service playbook run.

• Stage picker components, including filters

Procedure

1. Navigate to All > UI Builder, and open the Guided Self-Service in Employee Center experience.

1. Open the page that you want to enable the Guided activity view for.

1. Under Body in the component tree, open Playbook Activity Viewer.

The **Playbook Activity Viewer** panel opens on the right.

1. In the Playbook Activity Viewer panel, under the Configure tab, open the Activity View drop-down and select Guided.

Result

For an end user who is running a playbook, the result is a playbook that runs one activity at a time. If configured, users can still restart the playbook and activities.