Robots
- "Is At Most" Operator in Robot Not Working for Date Field
- The "Robots" tab is missing in Playbooks Manager tool
- OR Operator does not Work for Robots Owner ID Field
- Troubleshooting Article - Robot is not Enrolling/Unenrolling Correct Records
- Robots Overview
- Can the Robot ID be visible in Robots Edit or Creation Page?
- Why Is the Playbooks Play Status, Name, or Another CRM Field Value Missing In the Filter for a Robot?
- Robot unenrolls records from Playbooks but does not update Salesforce record "Play Status" to "Unenrolled"
- Cannot save Robots as they are asking to set a Record View
- Wrong Records Are Enrolled by Robot
- Can Robots Create Tasks?
- Is there a way to have a robot take action on a record without adding the record to Playbooks?
- Will a robot run again on a record that requalifies for the robot?
- Do robots have the option to add records to Playbooks without putting them in a play?
- Robot Is Not Finding Qualifying Records
- When Does a Custom CRM Field Sync to Playbooks Robots?
- Checking the Configuration of a Robot
- Robot Is Pulling 2000 Records But Does Not Remove Anything
- Can a Robot Pause a Record In a Play?
- Records aren't getting removed from the shared queue even though they aren't in the right play anymore and the robot is set to reverse
- Robots Taking Longer to Run
- How to Set Up Notifications for Robot Inactivity?
- Urgent Lead Notification isn't Working
- Robot Is Not Working With Custom Lookup Field
- Robot Finds no Leads from a CampaignMember Object
- Creating a Robot
- Robot is not Enrolling Records / Tasks