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Question

The on/off toggle for playbooks isn't working as expected

  • August 31, 2016
  • 4 replies
  • 34 views
tara_distel
Shouldn't the on/off toggle for playbooks allow for a playbook to show or not show in the list to be added to a CTA? No matter if I have a playbook turned on or off, it still shows in the list to be added to a CTA. 
aviv_caspi
tara_distel

4 replies

manu_mittal
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  • manu_mittal
  • Gainsight Employee ⭐️
  • August 31, 2016
Hi Tara,

Don't think there's any such toggle available for Playbooks. Are you referring to the auto-sync button (first one from the left)?

        


There is no tooltip for this, so I can understand how this option is misleading.

Thanks,
Manu
tara_distel
  • tara_distel
  • Author
  • Contributor ⭐️
  • August 31, 2016
That's exactly what I was referring too. What does the auto-sync button do? I do feel like it's misleading. I guess I'll just delete the ones we won't be using. 

Thanks!
Tara
manu_mittal
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  • manu_mittal
  • Gainsight Employee ⭐️
  • August 31, 2016
I believe it marks all Tasks in that Playbook to be automatically synced to Salesforce activities (when applied to a CTA).

Thanks,
Manu
sai_ram
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  • sai_ram
  • Expert ⭐️⭐️
  • August 23, 2017
Hi Tara,  I recently started going through all of the unanswered  or unresolved problems and questions here.Here is the updated article which explains about the toggle behavior. 
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