When to use flows and Playbook
Summarize
Summary of When to Use Flows and Playbook
This guide outlines when to use flows and playbooks in ServiceNow to optimize process automation. Understanding the differences between these two options will help you choose the most effective tool for your automation needs.
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Key Features
When to Use Flows
- Minimal User Interaction: Flows are ideal for automations that require few to no manual user inputs. They can run to completion autonomously once triggered, although they can pause for user input when necessary.
- High Volume Processing: Flows can handle hundreds to thousands of executions per second, making them suitable for processes expected to operate at scale without impacting performance.
- Limited Subflows: Flows are best used when managing fewer subflows, as excessive subflows can complicate the flow management interface.
When to Use Playbooks
- Manual User Interaction: Playbooks are designed for processes requiring multiple user interactions, providing a guided UI experience for users to complete necessary actions.
- Low Volume Processing: Playbooks consume more system resources due to their UI components, making them appropriate for scenarios with lower execution volumes.
- Multiple Subflows: Playbooks excel at managing sequences of subflows, offering a more user-friendly experience when several subflows need to be executed in order.
Key Outcomes
By leveraging the appropriate automation tool—flows for high-volume and low-interaction processes, and playbooks for user-guided, multi-step scenarios—you can enhance efficiency and effectiveness in your ServiceNow operations. This understanding will enable you to better meet your organizational needs while optimizing resource usage.
Use these general guidelines to determine when to create a flow or a playbook.
When to use flows
Flows, subflows, and actions are the basic building blocks of process automation. Flows run when their trigger conditions are met, and each flow in turn runs a sequence of actions, flow logic, and subflows. The actions, flow logic, and subflows within a flow are what create and update data.
- Expect few to no manual user interactions
- As long as a flow has the input data it needs, it can run to completion without any user interaction. Some flow logic and actions require users to make record changes, but a flow can automatically pause until its wait conditions are met. Process automations that depend on user interactions such as reading a knowledge base article, going through a checklist, and gathering feedback are harder to manage with flows. Flows don't directly provide any UI elements for users to interact with. Flows depend on users knowing how to find an existing UI and making any needed changes. For example, a record-based flow depends on a user making a change in a specific record such as a case or an incident.
- Expect to run at high volumes
- An instance can run hundreds to thousands of flows per second. With flow reporting being disabled by default, an instance can run a high volume of flows before it sees any performance impact. If you expect to run a process automation at high volumes, a flow is a good fit over a playbook because it requires less overhead and system resources.
- Expect to run few to no subflows
- The more subflows a flow calls, the more difficult it becomes to manage from the flows interface. While you can use conditional flow logic or a decision table to choose a subflow to run, playbooks offer a better user experience for running a sequence of subflows.
When to use Playbook
Playbook are built on activities, which use prebuilt flows, subflows, and actions as their building blocks.
- Expect several manual user interactions
- Playbooks provide UI elements for users to interact with. The playbook experience guides users to make any changes required to advance the playbook.
- Expect to run at low volumes
- Playbooks require more system resources to run because they generate UI elements and store more execution details.
- Expect to run many subflows
- Playbooks offer a better user experience for running a sequence of subflows.