Can we ask End users to fill more details or upload documents after case submit using Playbook/PAD?
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09-12-2024 03:57 AM
Hi Everyone,
I recently started exploring the Playbook/PAD (Process Automation Designer) in ServiceNow for one of my requirements where an end user (consumer) will submit an application using a record producer linked with case table. I want to create a playbook with multiple activities as follows:
Activity 1) Submit Application -> End user submits the case/application.
Activity 2) Application Review -> Agent verifies the details and gather required approvals from internal team.
Activity 3) Documents -> End user fills the additional details/documents.
So can we design a playbook like this to accept additional information or details (not only for the same record but for any table/record as part of the application process) when the case is already submitted by end users?
ThankYou in advance!