Create processes for Legal Request playbook

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Use these steps to create processes for Legal Request playbook in the Process Automation Designer (PAD).

    Avant de commencer

    Role required: sn_msi.workspace_manager.

    Procédure

    1. Click ALL > Process Automation Designer > > Create a new process.

      For example, Legal request Playbook.

    2. Enter a name for the process, the description, and the application for which the process is being created.
    3. Click Select a trigger.
    4. Select Define your own conditions for when your process runs, and select the trigger condition for when your process must run.
    5. Click Set your trigger conditions.
    6. Choose the conditions to define when your process must run by selecting a table and filling in the conditions.
    7. Click Go to Designer.
      The Process Automation Designer page opens.
    8. To start designing your automated process, click Add a new lane.
      The Lane properties pane opens on the right side of the UI.
    9. In the Lane properties pane, enter the following details: Name, Description, Run condition, and Indicate when to start.
      The Run condition and Indicate when to start fields imply when the lane would run.
    10. Click Save and close.
    11. To add another lane, click Add another lane.
      Similarly, you can create as many lanes as you want. In this example, you can create a lane for Analysis, Contain, Eradicate, and Review respectively. In the following example, Analysis lane starts immediately and has no run condition. Contain lane start after the previous lane is completed and has a run condition that is based on the outcome of an activity in the previous lane.
      After adding the lanes, you need to add process activities for each lane.
    12. Click Add another process activity under a particular lane (For example, Analysis lane).
      The Add activity pop-up opens.
      1. In the Add activity pop-up, select the required activity definition.
    13. Click Create a new activity.
      After an activity definition is added, it can be further configured similar to lanes. Similarly, you can create other process activities under each lane.
    14. In the Activity properties pane, add a run condition and indicate when to start the process activity.
    15. Add a run condition and indicate when to start.
      All the input required for this activity (Includes inputs in the automation plan that are configured) will be shown. You can override the values or use the preconfigured values.
    16. Click View all properties and enable the Advanced properties toggle to display all the activity experience fields from the activity definition.