Why Is the Playbooks Play Status, Name, or Another CRM Field Value Missing In the Filter for a Robot?

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.

Solution

This issue may happen when the User account that is creating or editing a robot (or Access User, if fields are synced using the access user account) does not have the required rights to view/read the affected field in your CRM.

You can resolve this issue in one of the following ways:

• Ask your CRM administrator to change the properties of the affected field in your CRM or the rights of the User (that is creating or editing the robot) so that the affected field would be accessible for that user (has Read permission).
  
  
• Create or edit a robot using an account which already has Read access to the affected field (for example, if you have credentials to log in to Playbooks with such account).
  If fields from your CRM are synced using an Access User account, select another account as the Access User in Playbooks (which has rights to view the desired field).

Note: The Text Area Long field type is not supported for use with Robots.

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When Does a Custom CRM Field Sync to Playbooks Robots?