Has anybody created a custom playbook for a custom application?

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AnirudhKumar
Mega Sage
Mega Sage

‎06-29-2023 07:04 PM

I am trying to create a new playbook for my custom application. Even after following every step shown on the resources out there (YouTube videos, docs site), the playbook does not appear on my workspace.

I'm looking to make playbooks for my custom table and not incident or interaction... has anybody got this working ?

Here are all the sources I've already referred:

 

TechNow Ep 80 | Process Automation Designer/Playbook Part 1
TechNow Ep 80 | Process Automation Designer/Playbook Part 1
youtube.com/watch?v=FU04cqUXIko
Arriving in the Now Platform® Paris release, the new Process Automation Designer app empowers process owners to author cross-enterprise workflows and create a unified process. In addition, you can use Playbook to provide users with a simplified, task-oriented view of your process. Join the ...
TechNow Ep 81 | Process Automation Designer/Playbook Part 2
TechNow Ep 81 | Process Automation Designer/Playbook Part 2
youtube.com/watch?v=iIuMxOW1HcY
Join us for the second of this two-part series on how the new Playbook app makes it easier than ever to visualize cross-enterprise workflows. Playbook is a new in-platform capability to visualize processes built with Process Automation Designer and help everyone be more effective.
Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 2/2
Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 2/2
youtube.com/watch?v=5QjZ4e9JHDY
Video 2. This video covers how to add Playbook as a Record Page Tab to a Configurable Workspace using UI Builder. The community article can be found at: https://www.servicenow.com/community/next-experience-articles/adding-a-playbook-record-page-tab-to-a-workspace-record/ta-p/2331950 00:00 - ...
Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 1/2
Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 1/2
youtube.com/watch?v=PSeTXiMq84c
Video 1. Background variants vs. screens with a simple example This video tries to explain the metadata involved to create a UI Builder page. There will be a part two and a community article in the next couple of days. 00:00 - Intro and goal 00:36 - Metadata records of a UI Builder page 01:32 - ...
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Community Alums
Not applicable
In response to AnirudhKumar

‎06-30-2023 06:12 AM

Hi @AnirudhKumar ,

Yes, it works in the customer instances not on PDIs.

 

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Community Alums
Not applicable

‎06-29-2023 10:57 PM

Hi @AnirudhKumar ,

Follow the steps below:

  1. Navigate to All > Process Automation > Process Automation Designer.
  2. Select Create a New Process, fill in the details of the playbook (Make sure you select the your Custom Scope), and select Select a trigger.
  3. Select a trigger type from the dropdown menu
  4. On the Trigger, Table should your Custom Table :

SandeepDutta_0-1688104604857.png

5. Select Go to Designer.

Process Automation Designer is now opened.
6. Select Activate after creating the process to your specifications.
The playbook is now published to run when triggered.
 

 

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AnirudhKumar
Mega Sage
Mega Sage
In response to Community Alums

‎06-30-2023 05:56 AM

Thanks Sandeep.

I tried this in my PDI and for some reason it doesn't seem to work. That's the reason I had to refer to all those YT vids to create Record generators, UI Builder page , etc.

 

Is it maybe that Playbooks do not work in PDI just like how Machine Learning models do not?

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Community Alums
Not applicable
In response to AnirudhKumar

‎06-30-2023 06:12 AM

Hi @AnirudhKumar ,

Yes, it works in the customer instances not on PDIs.

 

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AnirudhKumar
Mega Sage
Mega Sage
In response to Community Alums

‎06-30-2023 07:10 AM

Thanks @Community Alums , please tell me that this is not documented by ServiceNow in its doc sites so I won't have to feel bad having wasted a whole week trying to make playbooks work on my PDI... ðŸ™‚ 

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