playbook use for native UI

[Priyansh_98]

Hello team,

I was going through the playbook, I got a query does it use in the workspace only or we can use it on native UI or in a portal also??

thanks in advance...!!!

[Amit Gujarathi]

Hi @Priyansh_98 ,
I trust you are doing great.

In the workspace, playbooks can be accessed and executed directly. They provide a convenient way to guide users through complex tasks and workflows, ensuring consistency and efficiency.

In the native UI, playbooks can be integrated and embedded within different forms, lists, or modules. This allows users to access and execute them directly from the relevant interface, enhancing their experience and productivity.

Similarly, in portals, playbooks can be embedded and made available to end-users. This enables self-service capabilities, empowering users to follow step-by-step instructions and perform tasks independently.

To leverage playbooks in these different contexts, you can utilize the ServiceNow APIs and scripting capabilities. For example, you can create UI actions, client scripts, or portal widgets that trigger the execution of a playbook when specific events or conditions occur.

[Priyansh_98]

Hi @Amit Gujarathi ,

thank you so much for your response..

how can I use this playbook in ServiceNow forms, because Fullfiller will be working on a platform.. we are not using workspace or portal to handle any case..!!! can you please guide me on this?

thanks and regards,

prs1

[zynsn]

@Priyansh_98 Hi, were you able to figure how to use playbook with fulfillers that are working on the platform? I could not find a solution to this.