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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Playbook activity state-mapping permissions

User permissions must be assigned to allow agents to complete or skip activities in playbook using activity state mapping.

Can Complete and Can Skip permissions in declarative action client conditions [sys_declarative_action_assignment.list] are determined whenever an activity is fetched based on the following conditions:

  • Experience Status Record must be defined
  • Users must have write access on Experience Status Record
  • Activity State Mapping rule set must exist for Experience Status Table
  • User must have write access on Experience Status Field for that table
  • Activity State to Experience Status mapping rule must exist for that corresponding operation:

    Playbook ActivitiesActivity State
    Can CompleteComplete
    SkipSkipped

If the permissions are not valid, users cannot perform that operation. The corresponding declarative actions that use the Can Complete and Can Skip client conditions will not display.

Image omitted: declarative-action-state-mapping-permissions.png
Adding Can Complete or Can Skip client conditions to a declarative action

Note: If a user does not have read access on the Experience Status Field of the Experience Status Record, the default activity state will be used instead. The default activity state is the state of the flow powering the activity.

Parent Topic:Playbook activity state mapping