playbook for a catalog item process

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07-20-2025 10:19 PM
I'm really struggling to find a nice and easy tutorial / instructions / how to on how to build a playbook for a catalog item.
I understand the concept of a playbook I think - ultimately assists with going through a process end to end with instructions and the ability for different user types to interact with the process. Correct me please if I'm off the mark.
I want to have a manager for example fill in a catalog item request, have a review done by a team where they input some details (preferably within set questions), then once they have done their bit have it move onto a general manager to review, add comments and mark some sort of decision (not an approval) then have it flow onto the CEO where they will also add their comments and select their outcome.
This to me seems like a good opportunity to use a playbook, but pretty much every scenerio I find online shows an incident response and pretty much never shows an example of how to have an end user respond after they log the ticket via the catalog item initially.
So I'd like to understand how person A for example logs the catalog request, person B does some stuff and wants person A now to enter some answers to questions for a second round of information gathering for example.
Anyone able to assist and/or link me to a easy to understand example video that is at least somewhat similar?
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07-21-2025 02:31 AM
A catalog item is to order something in a simple way. So I think you should check the process of why you are doing this through a catalog item.
One thing you could do is to just create all variables that are needed and after creation of the first step, you use the playbook to have the people from the next steps do their thing and fill the variables until the RITM is approved and you move on to the tasks. But before you do that, check on the process, because it sounds more complex than how you should work with catalog items.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
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