what is playbook in flow designer , why do we use playbook give a simple example

kumkumr
Tera Contributor
 
1 REPLY 1

UmesH77
Tera Expert

Hello @kumkumr ,

In ServiceNow Flow Designer, a Playbook is used to guide users step by step while they are working on a record.

Unlike a normal flow (which runs automatically in the background), a playbook shows tasks or steps to the user and helps them understand what to do next.

Why we use a Playbook

  • To guide agents or users through a process

  • To show progress clearly (what’s done, what’s next)

  • To make complex processes easier to follow


Simple example

Consider an Incident management process.

When a high-priority incident is created, the agent needs to:

  1. Acknowledge the incident

  2. Check impacted services

  3. Communicate with stakeholders

  4. Resolve and close the incident

A Playbook can show these as steps on the incident record.
As the agent completes each step, the playbook updates and shows the next action.

This helps the agent follow the correct process instead of guessing what to do next.


In short

  • Flow → automates actions in the background

  • Playbook → guides users visually step by step

 

also refer this vedio - https://www.youtube.com/watch?v=o-SeteN1HZE 

 

if my response is helpfull , please mark it as helpfull🙏 and accept it as solution👍

Regards, 

Umesh