Edit a record after record generator submission

task brazil Updated Sep 15, 2026 1 min read edit-record-after-record-generator-submission.md
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Keep a record editable after a playbook record generator creates it.

Before you begin

Role required: admin

After a record generator activity's form is submitted, the activity's type changes from Record Generator to Record, because it's now associated with the created record. Without an activity action to reopen it, the completed form is set to read-only.

Procedure

  1. Navigate to All > Process Automation Designer > Activity Actions.

  2. Select New.

  3. Set Type to Server Script.

  4. On the form, fill in the fields.

    Field Description
    Applies to Select Record activities.
    State Select Complete.
    Form Fields Required Enable this option.
    Script Enter current.update();
  5. Select Submit.

  6. Add the activity action to the relevant Playbook Experience Action Assignment Map.

Result

The record created by the record generator remains editable in Complete state.

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