Activate Playbooks for Field Service Management

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 4분
  • Activate Workflow Studio Playbooks on your instance so that you can create Playbooks triggered by tables.

    시작하기 전에

    Role required: Admin.

    이 태스크 정보

    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:

    프로시저

    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.
      표 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.

      주:
      If the system doesn't list the plugin you want or if you're activating the plugin on an OEM or on-premise instance, select the Plugin I'm looking for is not listed check box and then enter the name of the plugin.

      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.

    결과

    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]