OOB Restricting Playbook re-triggering on open cases

AkkiYen
Tera Expert

Hi Team,

 

I am currently using the "Once / Only if not currently running" run type for our Playbooks. However, I’ve noticed that if an existing Playbook is marked as Complete or Skipped while the Case remains open, subsequent updates to the Case trigger a new Playbook instance.
Is there an Out-of-the-Box (OOB) configuration to strictly limit Playbook execution to once per record lifecycle, regardless of the previous instance's completion status?

 

Thanks,
AkkiYen

1 ACCEPTED SOLUTION

AkkiYen
Tera Expert

We found that the field was causing the issue, and when unchecked, it solved our issue.

AkkiYen_0-1767875845426.png

 

View solution in original post

5 REPLIES 5

Ankur Bawiskar
Tera Patron

@AkkiYen 

share your playbook trigger condition and config screenshots

 

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Hi @Ankur Bawiskar,

 

Thanks for your response attached the Playbook trigger conditions.

AkkiYen_0-1767854401416.pngAkkiYen_1-1767854420204.pngAkkiYen_2-1767854423579.png

AkkiYen_3-1767854431127.png

Thanks

@AkkiYen 

are you not using this in your playbook?

I am not seeing that

I am seeing this

AnkurBawiskar_0-1767854936955.png

 

 

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Sorry might have missed while pasting 

AkkiYen_0-1767855109929.png

We are using record create or update here because, in our case, there are two ways a case can be created. Sometimes, the user updates the criteria of a case, so in that situation, I want to use it as a record create or update.