How do you get "restart" on a custom Playbook action to restart the flow attached to the activity?

Matt Jones3
Tera Expert

I'm trying to figure out this whole playbooks thing, and create some custom Activities to use in a Playbook.

 

I've got the basics down.  Created a sub-flow that the activity calls.  Created the activity (modeled after "Instruction" OOTB activity).  Figured out how to adjust the flow so that Mark Complete triggers the action I want, and Skip skips it.  That's all working.

 

What I can't figure out how to do is get the Restart button to actually restart the Flow.  Currently it puts the Activity state back to In Progress, but when you Mark Complete the activity on the playbook, the flow isn't triggered.

 

I can see that this works with some OOTB activities like Update Record.  If I have an Update Record activity in my playbook, and it's complete, I can restart that activity and Mark Complete again, and the record is updated with the new values.  I'd like to do something similar in my custom activity, though instead of updating a record I want to call a REST service.  If the activity is initially skipped, or something went wrong, I'd like the end-users to have the ability to restart the Activity and complete it again.

1 ACCEPTED SOLUTION

Yes, you need to add a restart Declarative Action to your custom Activity definition. Scroll to the bottom of the activity definition form and click add in the Playbook Actions related list. Choose the restart_activity as the declarative action and the Playbook Experience field as Global Playbook Experience. 

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14 REPLIES 14

Hi @Matt Jones3 @yaronguez

 

We're on Washington and trying to make use of the new restart functionality, but no pop-up came up to enable restart. In the settings > general tab, there's also no checkbox to "Allow this process to be restarted during runtime". Am I doing something wrong? Thanks!

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I mentioned in a comment above:  we _also_ needed to update the Playbook Experience plugin as well, that contains the UI piece for end-users to restart things.  Might want to check to see if you're up-to-date on all your plugins.

yaronguez
ServiceNow Employee
ServiceNow Employee

Please upgrade to the latest version of the Process Automation Designer store app for Washington. As of this writing, that would be 25.3.4.

Hi @yaronguez and @Matt Jones3 ,

I've updated the Playbook experience plugin to 25.1.3 but couldn't find the Process automation designer 25.x.xx. versions. We have a Process Automation Designer product on our instance with plugins, but all of them are version 1.0.0. Ever since installing the playbook experience, I can see the restart options in the PAD, but now I can't open any cases in the CSM/FSM workspace. It's stuck on loading forever. What do I do?

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yaronguez
ServiceNow Employee
ServiceNow Employee

It's likely you're on an old patch version for Washington DC. Starting with Playbook Experience 25.2.1, Washington DC Patch 3 is required. The latest version of Playbook Experience on Washington DC is 25.2.2 which will also install the latest version of Process Automation Designer in the process.