I cannot see Playbook tab in CSM/FSM Configurable Workspace

Minamizono
Tera Contributor

‎07-13-2025 10:30 PM

I have the following setup in my workspace, but I cannot view the playbook.
Reference course: Playbook Advanced

Minamizono_0-1752470990161.png

 

The purpose is to provide a user input aid when setting up an account (customer_account).

 

I would also like to know the activities and how to set them up to create a playbook like the one below.

Minamizono_1-1752471019809.png

 

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Ankur Bawiskar
Tera Patron
Tera Patron

‎07-13-2025 10:53 PM

@Minamizono 

since this is a lab instance we can't determine what's the issue.

If you just started the course then try to get another lab instance.

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader
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abirakundu23
Mega Sage

‎07-14-2025 12:00 AM

Hi @Minamizono,
Not sure about the now learning lab instance.

You can navigate All ->Process Automation -> Workflow Studio -> New -> Select Play book

But in order to setup playbook in PDI or Customer instance you should follow the below links.

https://learning.servicenow.com/lxp/en/automation-engine/playbooks-essentials?id=learning_course_pre...

https://learning.servicenow.com/lxp/en/now-platform/introduction-to-playbooks-and-process-automation...


https://www.servicenow.com/docs/bundle/xanadu-build-workflows/page/administer/process-automation-des...

Please mark helpful and correct answer if it's worthy for you.




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