Getting Started with Playbooks in 2024 - Workflow Academy #11 (Nov 14th, 2024)

[Lisa Holenstein]

Welcome to the Workflow Academy!

In this comprehensive Platform Academy video series, we'll dive into the transformative world of workflow automation, empowering you to build, monitor, and optimize efficient workflows with ease.

Join us as we explore the core tools of ServiceNow's Workflow Automation suite to build flows and subflows, playbooks, and decision tables on the Now Platform. Find all upcoming and previous sessions here.

About this session

In this academy video, @Jason Lefever and I do a refresh on how to get started with Playbooks in 2024, covering the latest resources, out-of-the-box playbooks, guidance, and brand-new features like Playbook Variants!

This session will be published on the Now Community YouTube Channel on November 14th, 2024. It will be added to this Workflow Academy playlist: https://sn.works/workflowacademy/playlist 

After watching the video, we'd love your feedback. Please fill out this short survey and leave your comments and questions here on the Community or the YouTube video!

https://sn.works/wfa/s/2411

Resources and Links

• Workflow Studio Tour
• Getting Started with Playbooks (CoE)
• Getting Started with Playbooks (Video)
• Custom Playbook Activities (Workflow Academy)
• Getting Started with Playbook Experience

Workflow Academy Playlist

https://sn.works/workflowacademy/playlist 

2023 Platform Academy Workflow Sessions Playlist

https://sn.works/platformacademy/workflow

[ErikaRHerrera]

Good afternoon @Lisa Holenstein  I am part of an nextgen internship. we are trying to configure an OOTB Social Benefits playbook to include a medical information activity. We are having issues configuring the medical activity so we can add medical information questions as part of an intake form. We have tried different configurations but have failed so far. So my question is, where do we go to add questions to be answered by a constituent when we add a new activity to a playbook? Your guidance will be really appreciated. Thank you so much for your time!

[Lisa Holenstein]

Hi @ErikaRHerrera 

thank you for reaching out! I'm not familiar with this particular OOB playbook, since we have so many in the meantime, but if you want to capture (arbitrary) information during the playbook runtime and you're on the latest release for Xanadu and updated your store apps (Workflow Studio, Playbook Experience, etc.), you should have access to the new Questionnaire activity that was built for use cases just like this.

Check out this previous Academy session with a demo of the feature.

Hope this helps!

Lisa

[ErikaRHerrera]

@Lisa Holenstein 

Thank you so much for getting back to me. I really appreciated your guidance. Made my day!!! Thank you!