Playbooks include several default UI Layouts to accommodate different activity types, each offering specific configurations suited to their purpose.

Key UI Layouts and Their Configuration Sections

• Create Record: Enables configuration of associated records, status, record details (such as tagline, icon, title, and description), forms, attachments, and features like SLA, checklist visibility, and automation status. This layout is used by the default Create Record activity.
• Questionnaire: Similar to Create Record but tailored for questionnaire activities with fields for associated records, experience status, record details, forms, attachments, and features.
• Instructional: Focuses on displaying instructional content, including associated record info, status, record details, footer, and automation feature.
• Knowledge: Designed for knowledge-based activities, featuring associated record info, knowledge tables and records, record details, footer, and automation flag.
• List: Supports list-based activities with fields for associated records, status, record and list details (including table, query, UI view, columns, and row count), and automation.
• Record: Offers comprehensive configuration including associated record, experience status, record details, form, attachments, and features such as SLA, checklist, and automation.
• Record generator: Automates record creation during runtime and redirects users to the newly created record. Configuration includes template fields, process definition scoped name, associated table, and form view.
• Guided Decision: Available with App Engine or Customer Service Management subscriptions, supporting decision tree execution and related tasks.

Practical Application and Benefits

By choosing the appropriate UI Layout for your activity definition, you tailor the Playbook Experience to fit the activity’s function and user interaction requirements. This ensures that users see relevant information and controls during playbook execution, enhancing usability and efficiency.

All UI Layouts except Record generator display an Associated Record section, facilitating linkage to relevant records. The variety of layouts supports diverse use cases—from creating records, presenting questionnaires, delivering instructional content, managing knowledge, to automating record generation and decision-making processes.

Configurations made in Workflow Studio under the UI Layouts tab directly impact how activities appear and behave in running Playbooks, ensuring consistency between design and runtime experience.