Components installed with Retail Playbook for Store Plan

reference brazil Updated Sep 10, 2026 1 min read components-playbook-store-plan.md
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Certain roles and dependencies must be considered when using the Retail Playbook for Store Plan.

Plugins installed with Retail Playbook for Store Plan

Plugin Name

Description

Plugin Dependencies

Retail Playbook for Store Plan

[com.sn_rtl_str_plan_pb] 

The Retail playbook for store plan enables HQ and regional managers to easily create structured operational plans with tasks and cases, linked to store locations and schedules.

  • com.sn_retail_core
  • com.sn_csm_playbook
  • com.sn_tsk_plan_pb_act
  • com.sn_pwm_pb_act
  • com.sn_rtl_hq_ops
## Activities associated with Retail Playbook for Store Plan

Activity Name

Activity Description

Create Template item

Allows to create only one record through this activity. Displays a form based on the table and form view configured in the corresponding template item configuration, and creates the corresponding template item record.

The form runs any UI policies that apply. The system displays any validation error messages in the Workspace playbook.

Create template items

Allows to create only multiple records through this activity. Displays the form based on the table and form view configured in the corresponding template item configuration, and creates the corresponding template item records.

The form runs any UI policies that apply. The system displays any validation error messages in the Workspace playbook.

Select multiple records

Specify the template item to attach multiple records and activity experience configurations to render modal for record selection and insertion into an m2m table.

PWM Schedule

Allows creation of a schedule for task creation using a task plan template through the PWM scheduler.

Plan Summary

A summary view of the all activities configured in a playbook together for users to be able to edit before they publish the plan

## Retail Playbook for Store Plan details
Playbook Description
HQ communication Allows to create a plan with cases and tasks for multiples stores by a HQ/Regional manager.

Parent Topic:Components installed with plugins

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