Process Automation Designer flows for playbook

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • The Source-to-Pay Workspace helps you automate the entire process, right from tracking the requests, fulfillment, and to order revision flows.

    As a process owner or administrator, you can use Playbooks to enable cross-enterprise workflows and create a task-oriented view:
    • Optimize the processes and improve the productivity with the help of the procurement workspace playbook.
    • Manage easy tracking of the requests and use the guided approval and resolution flows.
    • Perform complex activities and tasks from a simplified unified playbook.

    Source-to-Pay Workspace playbook

    This playbook comes with a Global Playbook Experience record that defines a default playbook configuration. You can use the following record without any additional configurations. By default, this record defines a set of rules for managing how individual activities appear within the playbook.
    図 : 1. Playbooks playbook flows for procurement
    Default flows available for purchase modification process
    You can customize this behavior by customizing the Playbook experience with your own configurations and activity overrides.