Customizing OOTB social benefits playbook

ErikaRHerrera
Tera Contributor

Hello community, I need your help

I'm looking to customize an OOTB Social benefits playbook. I need to add an activity to be able to add medical information as part of the intake process. I'm unfamiliar with the process and having issues on how exactly to configure the activity. In advance, thank you for your help.

1 REPLY 1

john589dane
Kilo Contributor

@ErikaRHerrera wrote:

Hello community, I need your help

I'm looking to customize an OOTB Social benefits playbook. I need to add an activity to be able to add medical information as part of the intake process. I'm unfamiliar with the process and having issues on how exactly to configure the activity. In advance, thank you for your help.


Hello @ErikaRHerrera,
To add an activity for medical information in your OOTB Social Benefits Playbook, you can use Flow Designer in ServiceNow. This allows you to create a custom activity without needing code. You can define the activity to collect and store medical information during the intake process.

Best Regards,
John Dane