Playbook Field Sets

The Playbook object includes the following field sets.

Playbook Field Sets

Name

Description Location

Default Fields

Create Playbook Fields

Defines the playbook fields that are available when creating blank playbooks and playbooks from templates. For more information about using different field sets, see Customizing the Creation and Edit Windows.

Create Playbook Team
Description
Edit Playbook Fields Defines the optional playbook fields when editing playbooks. This field set does not support formula fields. Such fields cannot be displayed on the pages where this field set is added. For more information about using different field sets, see Customizing the Creation and Edit Windows. Edit Playbook Team
Description
Playbook Task Board Swimlanes

Defines the swimlanes that display in the Playbook Task Board. This field set only supports picklist fields.

Playbook Task Board

Playbook Status

Stage