Playbook layout bundles
Summarize
Summary of Playbook layout bundles
Playbook layout bundles in UI Builder provide pre-configured component sets that define how a playbook is rendered to end users at runtime. Each bundle includes a controller, components, and styling, enabling authors to easily add a complete and functional playbook experience to a page without manual component configuration. These bundles support different navigation styles, such as free navigation between activities and stages or a sequential, guided flow for decision-dependent playbooks.
Show less
How to Use Playbook Layout Bundles
To add a playbook layout bundle, navigate to the Content panel in UI Builder, select Components, filter by "Playbook," and then drop the desired bundle onto your page. The bundle will automatically wire its controller and components.
Key Playbook Layout Bundles and Their Use Cases
- Playbook: The core bundle for displaying playbooks; serves as a foundation for other bundles.
- Playbook Form: Renders form controls for activities requiring user input or data entry.
- Playbook Modals: Provides modal dialogs for confirmations, errors, or supplementary forms during interactions.
- Playbook Activity Picker: Displays a list or menu of activities for users to navigate within a stage; ideal for non-sequential navigation.
- Playbook Guided Layout: Offers a sequential, guided experience by removing pickers and consolidating previous responses; suited for guided decision playbooks. Requires a custom or Standard record template page.
- Playbook Stage Picker: Shows stages in a top bar for navigation across stages in multi-stage playbooks.
- Playbook Activity Viewer: Displays the content of the active activity independently from navigation controls.
- Playbook Focused Vertical: Focuses on one activity at a time in a vertical layout; suitable for multi-stage playbooks. Includes a matching page template.
- Playbook Stacked Vertical: Shows multiple activities stacked vertically for simultaneous interaction; includes a matching page template.
- Playbook Horizontal Wizard: Renders playbooks as linear wizards with numbered steps along the top; requires custom or Standard record template pages.
- Playbook Focused Horizontal: Similar to Focused Vertical but arranged vertically for focus on a single step; includes a matching page template.
- Playbook Stacked Horizontal: Displays multiple activities horizontally, ideal when horizontal flow suits the workspace better; includes a matching page template.
Why It Matters
These bundles simplify the creation and deployment of playbooks by providing ready-to-use, configurable layouts that align with various user interaction styles and business process requirements. They improve user experience by tailoring navigation flow—whether free or guided—and ensure consistency and efficiency in playbook presentation.
What to Expect
By leveraging playbook layout bundles, ServiceNow customers can quickly build and customize playbook pages that deliver intuitive, streamlined workflows for end users. The automatic wiring of components reduces setup time, while the variety of bundles supports diverse business scenarios ranging from simple forms to complex, multi-stage guided decision processes.
Playbook layout bundles are pre-wired component sets in UI Builder that determine how a playbook renders for end users at runtime. Each bundle packages a controller, supporting components, and styling so that authors can drop a complete playbook experience onto a page without configuring each component individually.
Choose a bundle based on how you want end users to move through the playbook. Some bundles let users navigate freely between activities and stages. Others restrict navigation to a sequential flow, which is useful when the playbook depends on decisions that should be answered in a specific order.
You add bundles to a page from the Content panel, then select Components and filter by Playbook. Select the bundle you want and drop it onto the page. The bundle auto-wires its controller and components.
- Playbook
- The core bundle for displaying a playbook. Other bundles build on this foundation.
- Playbook Form
- Renders the form controls for a playbook activity. Used when an activity requires user input or data entry.
- Playbook Modals
- Provides modal dialogs for playbook interactions, such as confirmations, errors, or supplementary forms.
- Playbook Activity Picker
- Displays a list or menu of activities that end users can select to navigate to a specific activity within a stage. Typically appears as a left-side panel in layouts that use non-sequential navigation.
- Playbook Guided Layout
- Renders the playbook as a guided experience, removing the activity picker and stage picker so end users progress sequentially through the decisions and activities. Previous responses are consolidated into an accordion below the active activity. Use for Guided Decision Playbooks. There is no matching page template. You add the bundle to a page you create from scratch or from the Standard record template.
- Playbook Stage Picker
- Displays the stages of a playbook so end users can navigate between them. Typically appears as a top bar in multi-stage playbooks.
- Playbook Activity Viewer
- Renders the content of the active playbook activity. Used in layouts where the activity content needs to be displayed independently of pickers or navigation controls.
- Playbook Focused Vertical
- Displays one activity at a time in a vertical layout, with full focus on the current step. Use for multi-stage playbooks where end users should concentrate on one activity before moving to the next. Has a matching page template.
- Playbook Stacked Vertical
- Displays multiple activities stacked vertically, allowing end users to see and interact with several activities on the same page. Use when context across activities is helpful. Has a matching page template.
- Playbook Horizontal Wizard
- Renders the playbook as a wizard with discrete numbered steps along the top of the page. Use for linear playbooks where each step builds on the previous one. There is no matching page template. You add the bundle to a page you create from scratch or from the Standard record template.
- Playbook Focused Horizontal
- Displays one activity at a time in a vertical layout, with full focus on the current step. Use for multi-stage playbooks where end users should concentrate on one activity before moving to the next. Has a matching page template.
- Playbook Stacked Horizontal
- Displays multiple activities in a horizontal arrangement (alternative to Stacked Vertical). Use for layouts where horizontal flow fits the workspace or screen better than a vertical stack. Has a matching page template.