Playbook for Idea, Demand or Projects

[Devin the Dude]

Is is possible to create a process definition for a idea, demand or project table?

Thank you,

-DV

[Rajesh_Singh]

@Devin the Dude 

Yes, it is possible to create process definitions for Idea, Demand, or Project tables in ServiceNow PPM. Process definitions can be used to define the stages and steps that records go through during their lifecycle. You can create process definitions to manage the flow of Ideas, Demands, or Projects in your organization.

To create a process definition for the Idea, Demand, or Project table, follow these steps:

1. Navigate to Process Definition > Process Definitions in ServiceNow.
2. Click "New" to create a new process definition.
3. Provide a Name and Description for the process definition.
4. In the "Applies to" field, select the table for which you want to create the process definition (e.g., Idea [idea], Demand [dmnd_demand], or Project [pm_project]).
5. Save the new process definition by clicking "Submit."

After creating the process definition, you can define stages and steps within each stage. To do this:

1. Open the newly created process definition.
2. Under the "Stages" tab, click "New" to create a new stage.
3. Provide a Name and Order for the stage, then click "Submit."
4. Click on the stage name to open the stage record.
5. Under the "Steps" tab, click "New" to create a new step.
6. Provide a Name, Description, and Order for the step, then click "Submit."

Repeat the process to create all necessary stages and steps for your process definition.

Once the process definition is created and configured, you can associate it with the Idea, Demand, or Project records as needed. This will enable you to track and manage the progress of these records through the defined stages and steps.