Activate a playbook in Creator Studio
Activating a playbook means that it will run when its related form is created or updated on your non-production, development instance. However, the app must still be deployed to production.
Vorbereitungen
You must resolve any errors in the playbook before you can activate it.
To activate a playbook, you must be given permission to work on the app.
Warum und wann dieser Vorgang ausgeführt wird
You can check the activation status of a playbook at any time in the app header.
If you don't activate a playbook and its app is deployed to production, the automation won't run on the applicable records. However, your App Engine admin can activate the deployed playbook for you.
Prozedur
Ergebnisse
The status displayed in the app header updates from Inactive to Saving to Active, informing you of when changes are made.The status displayed in Automations tab header updates from Inactive to Saving to Active, informing you of when changes are made.
The playbook is ready to be deployed with your app. Once the app is deployed, the form is available in the associated service catalog. If the form's app hasn't been deployed, you need to deploy it.