Running Playbooks

Using Playbooks as an agent or fulfiller.

• About Playbook Experience
  Interact with a business workflow in real time from within Workspace. Agents can use Playbook Experience to update records, upload attachments, and complete tasks across multiple workflow activities.
• Add an activity to a playbook
  Add preselected optional activities to a Playbook Experience if available.
• Testing support for playbooks
  The Automated Test Framework (ATF) can be used to create automated tests to confirm your playbooks run as planned.
• Restart a playbook
  Restart a playbook from the beginning, an activity, or a stage.
• Cancel a playbook
  Cancel a playbook to stop a business workflow when no longer valid.
• Open full lists within playbook
  Open a full list within playbook cards to view and update list items.
• Using activity stream within a playbook
  Use activity stream within a playbook to add comments or notes, and view communication and task history for the parent or associated record.

Parent Topic:Workflow Studio playbooks