Can we trigger a playbook through ui action new

[veenal]

Hi , 

Can we trigger a playbook for creation of a record i.e as soon as i click on ui action new . The playbook should get triggered asking for info and as i submit info and continue . It should create record for me in details in workspace .Kindly let us know how to configure .

Regards,

Veenal 

[SD_Chandan]

Hi @veenal ,

Kindly refer the documentation.

Manually trigger a Playbook

https://www.servicenow.com/docs/bundle/vancouver-customer-service-management/page/product/customer-s...

[Ankur Bawiskar]

@veenal 

link shared by @SD_Chandan has the script from ServiceNow docs itself.

please try that and let us know

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

[kaushal_snow]

Hi @veenal ,

Add this script in your ui action..

var playbookTrigger = new GlideRecord('playbook_trigger');
playbookTrigger.initialize();
playbookTrigger.playbook = 'sys_id_of_your_playbook'; // Replace with your playbook's sys_id
playbookTrigger.target_table = current.getTableName();
playbookTrigger.target_sys_id = current.sys_id;
playbookTrigger.insert();

Add Playbook to Workspace:

Navigate to All > Workspace Experience > Actions & Components > Related Items.

Click New to create a new related item...Set the Table to the same table as your UI Action (e.g., incident).

Action label to something like "Playbook".

Implemented as = UI Component.

Set the Specify UI Component to now playbook experience.

In the Component Attributes tab, set the following attributes:

playbookExperienceId: The sys_id of your playbook.
parentSysId: {{sysId}} (this dynamically references the current record's sys_id).
parentTable: {{table}} (this dynamically references the current record's table).
compactMode: false (set to true if you want a compact view).

>> Test the Configuration: Navigate to a record of the table where you added the UI...

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