Greetings @Community Alums. I was able to achieve this in my PDI by creating a new UI Action that is specifically configured for Workspaces. I'll include the steps I performed below. As always, interested in what others have to suggest and feel free to modify these steps to suit your needs.
- Create a new UI Action
- Here I titled the UI Action "Playbook"
- I have this Playbook assigned to the Incident table
- In the Script field, I am utilizing the Playbook Experience API. I'll include the test Script I used calling on an existing out-of-the-box Playbook Experience in addition to ServiceNow documentation about the API itself in case you have any questions.
- PlaybookExperience - Scoped - ServiceNow documentation on the API being used here
- Here I have a simple Condition of "Is NOT a New Record"
- Finally, at the bottom of the UI Action form, I checked "Workspace Form Button"
- Next, for testing purposes, I modified the Service Operations Workspace to add a tab to show the Playbook after it is called. There is a great YouTube video on the ServiceNow Community channel that I'll include below that outlines how I completed this step. If you already have a Playbook activity added to your Workspace, then this step is not needed.
And that should be all that is required. After I completed these two steps, I went into Service Operations Workspace, found an existing Incident, and verified I now see the new UI Action (button) called "Playbook". I clicked on the Playbook button and navigated to the Playbook tab that I created in Step 2 and verified I now see a recent Playbook execution.
Greetings @Community Alums. I was able to achieve this in my PDI by creating a new UI Action that is specifically configured for Workspaces. I'll include the steps I performed below. As always, interested in what others have to suggest and feel free to modify these steps to suit your needs.
- Create a new UI Action
- Here I titled the UI Action "Playbook"
- I have this Playbook assigned to the Incident table
- In the Script field, I am utilizing the Playbook Experience API. I'll include the test Script I used calling on an existing out-of-the-box Playbook Experience in addition to ServiceNow documentation about the API itself in case you have any questions.
- PlaybookExperience - Scoped - ServiceNow documentation on the API being used here
- Here I have a simple Condition of "Is NOT a New Record"
- Finally, at the bottom of the UI Action form, I checked "Workspace Form Button"
- Next, for testing purposes, I modified the Service Operations Workspace to add a tab to show the Playbook after it is called. There is a great YouTube video on the ServiceNow Community channel that I'll include below that outlines how I completed this step. If you already have a Playbook activity added to your Workspace, then this step is not needed.
And that should be all that is required. After I completed these two steps, I went into Service Operations Workspace, found an existing Incident, and verified I now see the new UI Action (button) called "Playbook". I clicked on the Playbook button and navigated to the Playbook tab that I created in Step 2 and verified I now see a recent Playbook execution.
