The Add Related Parties activity is a customizable, interactive playbook activity that enables users to manage related parties — such as co-applicants, consumers, contacts, partners, or other entities — directly within the context of a parent record, such as a case, sold product, or custom record. The activity generates a dynamic form based on the selected table data, letting users add, edit, or delete related party records during playbook execution. User-entered data is returned as JSON for validation or use in later playbook activities.

Understanding Building Playbook Stages and Activities:

In Workflow Studio, playbooks are organized into stages that group related activities. Stages represent phases of your workflow and appear as columns in the playbook canvas. Within each stage, activities are the individual steps that agents complete, displayed as cards that render sequentially.

Within a stage, you can configure activities to guide users through steps such as creating records, uploading documents, reviewing information, and completing assignments. You can incorporate the Add Related Parties activity into an existing stage within your workflow, or create a dedicated stage for related party management. The following procedure outlines how to add and configure the Add Related Parties activity within a playbook.