Activate Playbooks for Field Service Management

Activate Workflow Studio Playbooks on your instance so that you can create Playbooks triggered by tables.

Before you begin

Role required: Admin.

About this task

In order to create Playbooks in Workflow Studio that are triggered by Field Service Management tables, you must purchase a subscription to Field Service Management.

To purchase this subscription, contact your ServiceNow account manager. Your account manager can arrange to have the plugin activated on your organization's production and subproduction instances, generally within a few days.

If you don't have an account manager, decide to delay activation after purchase, or want to evaluate the product on a subproduction instance without charge, follow these steps to enable the Playbooks for Field Service Management [com.sn_fsm_playbook] plugin:

Procedure

1. Navigate to All > System Applications > All Available Applications > All.
2. Select Request plugin to open the Activate Plugin form on Now Support.
3. On the Activate Plugin form, provide the following information.

   Table 1. Activate Plugin form

   Field	Description
   What is your target instance	Select the instance that you want to activate the plugin on.
   Which plugin would you like to activate	Select the name of the plugin to activate. Note: If the plugin isn't listed, or if you're activating on an OEM or on-premise instance, select the Plugin I'm looking for is not listed check box. Enter the plugin name in the field that appears.
   Select Maintenance Date and Time	Select the date and time to activate the plugin.

   For example, see the following form to activate the Event Management plugin on an instance named SNC Instance.

4. Select Submit.
   After the maintenance window, the system installs the plugin on your instance. To confirm the installation, go to the Installed tab in the Application Manager.

Result

Enabling the Playbooks for Field Service Management [com.sn_fsm_playbook] plugin lets you create Playbooks for these tables and their extensions:

• Work Task Flow [sf_work_task]
• Work Order Flow [sf_work_order]
• Work Order Task [wm_Task]
• Work Order [wm_order]
• Work Order Model [cmdb_workorder_product_model]
• Work Task Model [cmdb_worktask_product_model]
• Work Type [wm_work_type]
• Agent Personal Schedule [agent_events]
• Appointment Booking [sn_apptmnt_booking_appointment_booking]
• Questionnaire [wm_questionnaire]
• Service Order Task [sm_task]
• Service Order Task Template Dependency [sm_m2m_task_template_dependency]
• Asset Usage [sm_asset_usage]
• Part Requirement [sm_part_requirement]
• Service Management Incidentals [sm_incidentals]