Create and customize playbooks

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Configure playbooks to customize demand workflows or create playbooks for your organization.

    시작하기 전에

    Role required: admin

    이 태스크 정보

    Next Experience for Demand Management includes two predefined playbooks available in Workflow Studio:
    • Demand default
    • AI playbook
      주:
      The AI playbook is available only when the AI Control Tower plugin is installed and the investment type of the demand is set to artificial intelligence.
    These playbooks are ready to use without any additional configuration. Configure playbooks only when you must customize an existing playbook or create one for your organization's specific demand workflows.

    In Next Experience for Demand Management, playbooks are triggered by record creation. A playbook is associated with demand records, and the Playbook page appears in the L-2 (level 2) menu when a demand meets the trigger condition.

    For more information on how to create or customize playbooks, see Configuring Playbooks

    프로시저

    1. Navigate to Workflow Studio > Playbooks.
    2. To customize an existing playbook or create one, create and configure the playbook according to your requirement.
      • To activate a predefined playbook, select the required playbook and define an appropriate trigger condition. For more information, see Activate Playbooks and Triggers.
      • To create a playbook, select New. For more information, see Create and configure playbooks.
      • Multiple playbooks can be enabled at a time. Define trigger conditions so that each demand maps to only one playbook type. For more information, see Create and configure playbooks.