Playbooks

Australia Build workflows
Release
australia
ft:locale
en-US
ft:publication_title
Australia Build workflows
ft:clusterId
crworkflow
bundleId
crworkflow
workflow
Creator
  • Build workflows
  • Workflow Studio
  • Explore
  • Getting started with process automation
  • When to use flows and Playbook
  • Configure
  • Update to the latest version of Workflow Studio
  • Playbooks
  • Explore
  • Playbook builder
  • Playbook Experience
  • Now Assist features for Playbooks
  • Domain separation in Playbooks
  • Configure
  • Activate Playbooks
  • Activate Playbooks for App Engine
  • Activate Playbooks for Customer Service Management (CSM)
  • Activate Playbooks for Field Service Management
  • Administering Playbooks
  • User access to Playbooks in Workflow Studio
  • Content filtering for Playbook
  • Configure content filtering definitions for Playbook
  • Configure content filtering rules for Playbook
  • Archive process contexts
  • Configure archive settings for process contexts
  • Turn off automated archiving
  • View archived process contexts
  • Create a Data Definition
  • Configure accessibility preferences
  • Build Playbooks
  • Building your first playbook
  • Create a sample playbook
  • Understanding the playbook components
  • Triggers
  • Create a trigger definition
  • Add and configure a trigger in a playbook
  • Create a scheduled trigger for Playbook
  • Stages and activities
  • Add and configure a stage in a playbook
  • Activity definitions
  • Create an activity definition
  • Create an action as an activity automation plan
  • UI Layouts
  • Add and configure an activity in a playbook
  • Use AI agent as an activity
  • Automation Assets
  • Start with delay input properties
  • Optional activities
  • Decision activities
  • Decision stages
  • Questionnaire activity
  • Create a questionnaire
  • Parallel branches
  • Add dynamic inputs to an activity
  • Playbook activity state mapping
  • Playbook activity state-mapping rules
  • Playbook activity state-mapping permissions
  • Playbook variants
  • Create a playbook variant
  • Set variant evaluation point
  • Re-order playbook variants
  • Save a playbook variant as a favorite
  • Creating and managing Playbooks
  • Create a playbook
  • Test a playbook
  • Enabling playbook restart
  • Configure restart for Playbooks
  • Duplicate a playbook
  • Add translations for Playbooks
  • Design Playbook Experience
  • Customize Playbook Experience
  • Customize a playbook in UI Builder
  • Add a custom layout bundle to a UI Builder page
  • Add a custom layout bundle to a UI Builder standard record page
  • Enable Guided Activity View
  • Playbooks in Service Portal
  • Set up mappings between themes
  • Configure a playbook for Service Portal
  • Portal Playbook Widget
  • Customize a playbook in Service Portal
  • Run a playbook in Service Portal
  • Playbook layout bundles
  • Configure a playbook for ServiceNow mobile
  • Embed a playbook in ServiceNow mobile
  • Reflow for playbook components
  • Apply Reflow to playbook components
  • Playbook record generator
  • Nested Playbooks
  • Create a child playbook
  • Create a parent playbook
  • Configure a Guided Decision Playbook
  • Wizard layout
  • Configure wizard layout
  • Running Playbooks
  • About Playbook Experience
  • Add an activity
  • Testing support
  • Configure testing support
  • Run a test
  • Restart a playbook
  • Cancel a playbook
  • Open full lists
  • Using activity stream
  • Playbooks reference
  • Playbooks system properties
  • Playbooks roles
  • Keyboard navigation in playbook diagram view
  • Playbook statuses and activation states
  • Process executions
  • Activity executions
  • Create Task activity
  • Instruction activity
  • User Form activity
  • Placeholder activity
  • Interactive activities
  • Adobe Acrobat Sign activities
  • Advanced Instruction activity
  • Checklist Task from Template activity
  • Checklist Task activity
  • Collect User Data activity
  • Create Record activity
  • Create Child Case activity
  • Create Child Task activity
  • Docusign activities
  • Guided Decision activity
  • Invoke PaCE activity
  • Microsoft Teams activities
  • Request Multi-Level Approval activity
  • Request Ad Hoc Approval activity
  • Request Manager Approval activity
  • Send Email activity
  • Show Knowledge Article activity
  • Show List of Records activity
  • Slack activities
  • Two Step Instruction activity
  • Update Record activity
  • View Approval Requests activity
  • Wait For Condition activity
  • Non-Interactive activities
  • Automated Create Record activity
  • Automated Send Email activity
  • Automated Update Record activity
  • Autocompleting User Form
  • Look Up Records activity
  • Make a Decision-First Match activity
  • Agentic Playbooks
  • Explore
  • Configure
  • Use
  • Reference
  • Roles
  • Guidelines for writing AI agent instructions
  • Flows, subflows, and actions
  • Getting started
  • Build your first flow
  • Build a flow from a template
  • Use the help panel
  • Flows
  • Architecture Overview
  • Data pills
  • Domain separation and Workflow Studio
  • Generate group approvals for domain separated requests
  • Explore actions
  • Conversational actions
  • Available conversational actions
  • Check for conversational compatible actions
  • Explore subflows
  • Conversational subflows
  • Available conversational subflows
  • Check for conversational compatible subflows
  • Flow diagramming view
  • Flow execution details
  • Flow debugger
  • Saved flow triggers
  • Configure flows
  • Flow administration
  • Flow execution details retention
  • Flow execution settings
  • Activate flow reporting
  • FDIH Dashboard
  • Get insights from the FDIH Dashboard
  • Flow priority
  • Show flow priority field
  • Set flow priority
  • See related flows for action
  • User access to flows
  • Manage access
  • Content filtering
  • Configure content filtering definitions
  • Configure content filtering rules
  • API access
  • Create code snippets for flows, subflows, and actions
  • Create a client callable flow, subflow, or action
  • Restricted caller access
  • Set flow user preferences
  • Update to the latest version of Flow Diagramming
  • Build flows
  • Create a flow
  • With Now Assist
  • With inbound email trigger
  • Allow multiple triggers to process an inbound email
  • With Kafka message trigger
  • With a MetricBase trigger
  • With a Performance Analytics trigger
  • With a Service Catalog trigger
  • With an SLA Task trigger
  • With an external trigger
  • With specified roles
  • Create flow Service Catalog variables
  • Create a decision table in a flow
  • Copy a flow
  • Duplicate an action or subflow
  • Test a flow
  • Activate a flow
  • Change a flow or action's default title
  • Edit a flow
  • Delete a flow
  • View activated flows for a table
  • Default read-only flows
  • Flow and subflow stages
  • Configure and add stages
  • Show subflow stages in a parent flow
  • Flow error handler
  • Add an error handler to a flow
  • Create a custom action to throw an error
  • Flow history
  • View flow history
  • Add an annotation
  • Flow history compare view
  • Compare flow histories
  • Delete an entry
  • Restore a flow
  • Save a copy
  • Flow roles
  • Flow Template Builder
  • Inline scripts
  • Save as you go flows
  • Restore save as you go functionality
  • Summarize a flow
  • Variables
  • Create a variable
  • Build subflows
  • Create a subflow
  • Create a subflow with Now Assist
  • Create conversational subflow skill
  • Configure conversational settings
  • Configure LLM to generate descriptions for conversational subflows
  • Copy a subflow
  • Create a decision table in a subflow
  • Convert items to subflow
  • Create a template value input
  • Get started with Dynamic Flow and Get Flow Outputs
  • Publish a subflow
  • Summarize a subflow
  • Subflow history
  • View subflow history
  • Add an annotation
  • Delete an entry
  • Restore a subflow
  • Save a copy
  • Test a subflow
  • Test conversational subflow
  • Build actions
  • Getting started with actions
  • Create an action in Workflow Studio
  • Create an action input from a step input
  • Test an action
  • Copy an action
  • Dynamic inputs
  • Get started with dynamic inputs
  • Create a data gathering action for a dynamic choice
  • Create a data gathering action for a dynamic template
  • Create a data gathering action for a dynamic inputs type input
  • Dynamic input configuration options
  • Dynamic outputs
  • Get started with dynamic outputs
  • Create a data gathering action for a dynamic object
  • Dynamic output configuration options
  • Action error evaluation
  • Add error condition
  • Retry policy
  • Create conversational action skill
  • Configure conversational settings
  • Configure LLM to generate descriptions for conversational actions
  • Test conversational action
  • Complex data
  • Create data structure
  • Save data structure
  • Load data structure
  • Create a custom action to generate an object from a record
  • Create a custom flow to generate an object for each record in a list
  • Script support for complex data
  • Create a custom action to generate an array of objects from a list of records
  • Create a custom action to generate an array of strings from a list of records
  • Build triggers
  • Create record based trigger
  • Create a scheduled trigger
  • Create trigger using business calendar
  • Create an external trigger
  • Managing external event sources
  • Use a saved trigger
  • Edit trigger
  • Detach trigger
  • Delete trigger
  • Flows, subflows, and actions reference
  • General guidelines
  • Actions
  • Add Worknote Link to Context action
  • Ask for Approval action
  • Associate Record to Email action
  • Create Catalog Task action
  • Create Flow Data action
  • Create Record action
  • Create or Update Record action
  • Create Task action
  • Copy Attachment action
  • Delete Attachment action
  • Delete Record action
  • Execute Skill action
  • Fire Event action
  • Get Attachments on Record action
  • Get Catalog Variables action
  • Get Email Header action
  • Get Latest Response Text From Email action
  • Log action
  • Look Up Attachment action
  • Look up email attachments action
  • Look Up Record action
  • Look Up Records action
  • Move Attachment action
  • Move Email Attachments to Record action
  • Record Producer action
  • Send Email action
  • Send Notification action
  • Send SMS action
  • SLA Percentage Timer action
  • Submit Catalog Item Request action
  • Update Multiple Records action
  • Update Record action
  • Use an AI agent action
  • Wait For Condition action
  • Wait For Email Reply action
  • Wait For Message action
  • Flow logic
  • Append to Flow Variables flow logic
  • Assign subflow outputs flow logic
  • Call a workflow flow logic
  • Do the following until flow logic
  • Do the following in parallel flow logic
  • Dynamic flows flow logic
  • End Flow flow logic
  • Exit Loop flow logic
  • For Each flow logic
  • Get Flow Outputs flow logic
  • Go back to flow logic
  • If flow logic
  • Make a decision flow logic
  • Set Flow Variables flow logic
  • Skip Iteration flow logic
  • Try flow logic
  • Wait for a duration flow logic
  • Flow integrations
  • Spokes
  • Benchmarks Spoke
  • Connect spoke
  • Customer Service Spoke
  • External Related Files spoke
  • Field Service Spoke
  • ITSM spoke
  • Machine Learning solutions for Flow Designer
  • Robotic Process Automation (RPA) Spoke
  • Security Operations spoke
  • Visual Task Board (VTB) Spoke
  • Flow system properties
  • Flow trigger types
  • Input and output data variables
  • Approval rules data type
  • Array.Boolean data type
  • Array.Choice data type
  • Array.Datetime data type
  • Array.Integer data type
  • Array.Object data type
  • Array.String data type
  • Choice data
  • Conditions data type
  • Datetime data type
  • File attachment data type
  • Integer data type
  • JSON data type
  • List.[Table] data type
  • Object data type
  • Password (2 Way Encrypted) design considerations
  • Records.[Table] data type
  • Reference.[Table] data type
  • String data type
  • Table name data type
  • True/false data type
  • Variables.[Table] data type
  • Steps
  • Ask for Approval step
  • Call Now Assist Skill step
  • Create Record step
  • Create or Update Record step
  • Create Task step
  • Delete Multiple Records step
  • Delete Record step
  • Get Connection Info step
  • Get Latest Response Text From Email step
  • JDBC step
  • Test
  • JSON Builder step
  • Kafka Producer step
  • Log step
  • Look Up Record step
  • Look Up Records step
  • Notification step
  • Payload Builder step
  • PowerShell step
  • REST step
  • Script step
  • Send Email step
  • SFTP step
  • Copy File
  • Copy Directory
  • Create Directory
  • Get File List
  • Remove File
  • Remove Files
  • Delete Directory
  • Rename File or Directory
  • Set File Attributes
  • Copy Attachments To SFTP Server
  • Copy Files To This Instance
  • SSH step
  • SOAP step
  • Update Multiple Records step
  • Update Record step
  • Wait For Condition step
  • ZIP step
  • Zip operation
  • Unzip operation
  • Get Zip file details
  • User preferences for flows
  • User roles for conversational subflows and actions
  • Supported input data types for conversational subflows and actions
  • Supported Service Catalog variable types
  • Transform functions
  • Date and time
  • String
  • Utilities
  • Simple math
  • Sanitize shell arguments
  • Sanitize SQL
  • Complex data
  • Types of flows and when to use them
  • Decision tables
  • Decision tables
  • Decision tables workflow
  • Decision Builder user interface
  • Filter decision tables
  • Decision tables
  • Using decision tables
  • Create decision tables in Workflow Studio
  • Duplicate a decision table
  • Edit decision tables using draft authoring
  • Modify decision table structure in Workflow Studio
  • Modify decision table rules in Workflow Studio
  • Use decision tables
  • Manage decision tables in Excel
  • View related objects in a decision table
  • Test a decision table in Workflow Studio
  • Create decision table code snippets
  • Modify Decision Tables in the Classic UI
  • Delete a decision table
  • Filter conditions in a decision table
  • Use enhanced reference record
  • Set rows active or inactive
  • Decision tables reference
  • Decision Builder system properties
  • Domain separation and Decision Builder
  • Building spokes using Spoke Generator
  • Create spoke and build actions by importing an OpenAPI Specification
  • Create spoke and build actions by importing a Postman collection
  • Use Now Assist to create spokes and build actions
  • Install Now Assist for Creator
  • Turn on the spoke generation skill
  • Configure a third-party LLM provider as default for Now Assist for Spokes
  • Create spoke and build actions using the spoke generation skill in Now Assist
  • Create spoke and build actions manually
  • Add more actions to the custom spoke
  • Classic approvals
  • Approval engines
  • Set up an approval engine
  • Approval rules
  • Set automatic approval rules
  • Gating approvals
  • Set up a gating approval via an approval rule
  • Set up a gating approval based on the item being ordered
  • Process approvals
  • Approve with a process guide
  • Schematic of a hypothetical approval process
  • Approval summarizer formatter
  • Summarizers
  • Change an approval summarizer
  • Create a new custom approval summarizer
  • Approval with e-signature
  • Activate Approval with e-Signature plugin
  • De-activate e-signatures
  • Select an approval table
  • Set up an approval from a local database
  • SSO approval for a SAML 2.0 authentication
  • Installed with approval with e-signature
  • Approval status
  • Generate an approval using approval rules
  • Generate approvals using the approvers related list
  • Generate approvals using Workflow flows
  • Multiple approvers
  • Receive notifications
  • Embed an approval request within the Outlook email client
  • Dynamic approval forms
  • Scripts and engines execution order
  • Classic Business rules
  • System Events
  • Exploring system events
  • System Events
  • Event registry
  • Configuring system events
  • Automated scheduling
  • Managing system events
  • Create event
  • Move event
  • Passing event parameters
  • Register event
  • Reprocess event
  • System events reference
  • Event logs
  • Event states
  • Incident events
  • Global events
  • Script actions
  • Change events sample scripts
  • Service Creator
  • Service creator process
  • Activate Service Creator
  • Installed with Service Creator
  • Components created with new service categories
  • Service Creator roles
  • Manage a service
  • Designing services
  • Add a template notification
  • Notification configurations
  • Create the category and table
  • Delete a template notification
  • Designate an editor
  • Designate a service fulfiller
  • Fulfill a service request
  • Publish a service
  • Classic Workflow
  • Getting started with workflows
  • Workflow editor
  • Workflow palette
  • Workflow editor title bar
  • Workflow editor keyboard navigation
  • Welcome page keyboard commands
  • Workflow drawing canvas keyboard commands
  • Workflow management
  • Create a workflow
  • Workflow properties
  • Create a workflow from a table
  • Create a workflow for a new service catalog item
  • Create a workflow for an SLA Definition
  • Ending workflows with multiple branches
  • Work on workflows
  • Workflows used as subflows
  • Pass a variable from a workflow to a subflow
  • Prepare a subflow
  • Using variables in a workflow
  • Workflow catalog variables
  • Workflow events
  • Workflow events in the base system
  • Glide events relative to workflows
  • Workflow event-specific functions
  • Event-specific workflow activities
  • Workflow stages
  • Use workflow stages
  • Add and translate stages
  • Workflow stage sets
  • Create a workflow stage field
  • Select a stage field
  • Display approvers in workflow stage fields
  • Workflow stage field icons and tooltips
  • Workflow stage renderers
  • Workflow fields with deleted records
  • Workflow validation
  • Workflow validator
  • ValidateTransitionOut
  • ValidateTransitionIn
  • ValidateDanglingTransition
  • ValidateSubflows
  • ValidateScriptForCurrentDotUpdate
  • ValidateLowestCommonTable
  • ValidateTableChange
  • ValidateParentFlow
  • ValidateSingleEnd
  • ValidateUpdateSetDependencies
  • ValidateUpdateSetParentDependencies
  • ValidateInputVarUpdateSetDependencies
  • ValidateWorkflowEndStages
  • ValidateWorkflowStageColumn
  • ValidateWorkflowStateValues
  • Workflow concepts
  • Workflow versions
  • Workflow scope
  • Domain separation and Workflow
  • Workflows and data separation
  • Workflow engine operation order
  • Workflow tables
  • Workflow administration
  • Workflow roles
  • Administering workflow contexts
  • Cancel a workflow
  • Scheduling a workflow
  • Workflow movement with update sets
  • Input variable movement
  • Input variable movement use case - two input variables
  • Input variable removal
  • Avoiding duplicate workflows
  • Workflow timelines
  • Workflow error handling
  • Workflow error tracking features
  • Create an error condition exit
  • Reconfigure an approval condition
  • Workflow run time metrics
  • Workflow pause utility
  • Request workflow pause utility
  • Pause and resume individual workflows
  • Pause and resume all or multiple workflows
  • Monitor workflow pause requests
  • Encrypted workflow scratchpad
  • Troubleshoot workflows
  • Use the Workflow Operations Dashboard
  • Workflow performance timing
  • Workflow activities
  • Workflow activities reference
  • Approval and rollback workflow activities
  • Approval Action workflow activity
  • Approval Coordinator workflow activity
  • Approval - Group workflow activity
  • Approval - User workflow activity
  • Generate workflow activity
  • Manual Approvals workflow activity
  • Rollback To workflow activity
  • Condition Workflow activities
  • If workflow activity
  • Switch workflow activity
  • Wait for condition workflow activity
  • Wait for WF Event workflow activity
  • Workflow notification activities
  • Create Event workflow activity
  • Notification workflow activity
  • Timer workflow activities
  • SLA Percentage Timer workflow activity
  • Timer workflow activity
  • Task workflow activities
  • Add Worknote workflow activity
  • Attachment Note workflow activity
  • Catalog Task workflow activity
  • Create Task workflow activity
  • Utility workflow activities
  • Branch workflow activity
  • Join workflow activity
  • Lock workflow activity
  • Log Message workflow activity
  • Log Trace Message workflow activity
  • REST Message legacy workflow activity
  • Return Value workflow activity
  • Run Script workflow activity
  • Set Values workflow activity
  • SOAP Message legacy workflow activity
  • Turnstile workflow activity
  • Unlock workflow activity
  • Subflow activities in workflow
  • Parallel Flow Launcher workflow activity
  • WorkflowCoordinator object
  • Completed subflow values in scripts
  • Parallel Flow Launcher example
  • View workflow activity descriptions
  • Add an activity to a workflow
  • Manage transitions between workflow activities
  • Manage workflow activity conditions
  • Edit the workflow activity properties form
  • Using workflow approval activities and rolling back workflows
  • Using variables in Notify workflow activities
  • Use multiple timer activities in one workflow
  • Publish a custom workflow activity
  • Workflow activity pinning

Workflow Studio playbooks

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Workflow Studio playbooks streamline and standardize complex processes. Automate tasks, ensure consistency, and enhance operational efficiency across your organization with intuitive, low-code workflows.

    Get started

    Explore Learn about playbooks

    Configure Learn how to configure playbooks

    Use Use playbooks

    Reference Get details
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