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Create a form using UI builder in playbook

Sangeetha8
Tera Contributor

create an incident and trigger playbook. I want to implement this using decision tree and guidance and create the form using the guidance input and output 

Sangeetha8_2-1757945900664.png

 

trigger conditions: incident state is not resolved, not closed and not cancelled.

 

1) Design a form as specified below, using the same existing dropdown values as the existing incident.

 

Sangeetha8_0-1757945767146.jpeg

 

2) Fill in all mandatory fields and submit. This will update the existing incident with currently selected form values.

3) if mandatory form fields are not filled, display an error message within the form itself as shown below.

 

Sangeetha8_1-1757945767147.jpeg

 

1 REPLY 1

IronPotato
Mega Sage

Hi @Sangeetha8 ,

 

playbooks in servicenow are functioning ONLY on top of some record. You are not able to create custom form without referring to specific record in a table.

 

So, your implementation is only possible if you would create "custom" table that would mirror the fields from incident table with same dropdowns. Then you will have custom logic where if the form is submitted, meaning the record in your custom table is created, it will match and update the original incident record for which you need the update.

 

You can clense your custom table once the original incident is updated or keep the records for tracking purposes.