How to add approve/reject settings to a playbook?

matthew_hughes
Kilo Sage

I've got a test Playbook in ServiceNow for when a new business application is created. However, what I'm wanting to do is create a decision tree where the Business Owner owner approves or rejects the actions:

matthew_hughes_0-1759141687571.png

 

When I look at the available options for action 2.1, I can't see anything that's relevant:

matthew_hughes_1-1759141754440.png

matthew_hughes_2-1759141778057.png

 

I was just wondering if anyone has come across this before?

 

13 REPLIES 13

Ankur Bawiskar
Tera Patron

@matthew_hughes 

Did you try to use may be some Lookup Record activity before Decision and then you can check if it's Approved/Rejected?

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

There isn't a lookup record activity for playbook unfortuantely.

@matthew_hughes 

There is OOTB Lookup Records playbook activity as per docs.

AnkurBawiskar_0-1759144330620.png

If not then try to see this in PDI "Lookup Financial Case" activity and try to create a copy for that for your table

Plugin: FSO Core

AnkurBawiskar_3-1759144442583.png

 

AnkurBawiskar_1-1759144401990.png

AnkurBawiskar_2-1759144410715.png

 

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

I'm still having issues when even rejecting, it's going to update the record when this shouldn't happen. Is there anything else that I can try?