Overview: You do not see one of the fields from your CRM (e.g., Playbooks Play Name or Play Status Field) when editing or creating a robot, it is not available in the CRM Field Value filter drop down....
Overview You want to be able to see the Robot ID on the Robot Creation or Robot Edit pages. This would allow you to create Salesforce workflows and rules that would include that Playbooks robot withou...
Overview Robots use automation rules to perform common administrative tasks in Playbooks and the CRM of choice. These rules query the CRM or Playbooks database to search for records that meet specific...
Overview Users may encounter issues when using robots to include records in a Play or remove records from Playbooks, where the robot is not behaving as expected and is not enrolling/unenrolling the co...
Overview You might notice that OR operator does not work for Robots when you use comma-separated owner IDs The bot test shows that 0 accounts are affected. If you just use one Owner ID it works as exp...
Overview The Robots tab is missing in the Playbooks Manager tool, so you cannot see or perform maintenance on any of the system Robots you have built. Information This issue is usually related to t...
Overview You are using the is at most operator for a date field in your robot's criteria section. You have noticed that this operator is not working as expected, because when setting the robot's crite...