Create an action as an activity automation plan

Create an example action to configure and run as an activity from Playbooks.

시작하기 전에

Role required:

• This task requires some knowledge of creating flows in Workflow Studio environment. For more information, see Building flows.
• This task requires some knowledge of server-side scripting. For more information, see Server-side scripting.
• admin

이 태스크 정보

Each activity definition requires an automation plan to run Workflow Studio content. The automation plan tells the Workflow Studio Playbooks builder what input values to use when running an action or subflow. An automation plan can specify static default values or can prompt playbook owners to provide dynamic values when they add an activity to a playbook.

In this example, you create a reusable Workflow Studio action to use as an activity's automation plan. The action you create associates a Task [task] record with a parent record.

프로시저

1. Navigate to All > Process Automation > Flow Designer.
2. In the main header, click + New > Action.
   The Action Properties screen appears.
3. In the Action Properties screen, fill in the following fields:

   Field	Action
   Name	Enter Associate Record with Parent.
   Application	Leave Global selected.
   Accessible From	Leave All application scopes selected.

4. Click Submit.
   The Workflow Studio design environment appears.
5. Under the Action Outline, click Inputs.
6. In the Action Input header, click + Create Input, and then fill in the following fields:

   Field	Action
   Label	Enter Record.
   Name	Enter record.
   Type	Select Reference.Task[task]

7. In the Action Input header, click + Create Input, and then fill in the following fields:

   Field	Description
   Label	Enter Parent Record.
   Name	Enter record.
   Type	Select Reference.Task[task]

8. Click the add a new step icon ().
   The Select Step to add screen appears.
9. Under ServiceNow Data, select the Update Record step.
   The Update Record step appears in the Action Outline under Inputs.
10. In the Record field, click the data pill picker icon (), and then dot-walk to Inputs > Record.
11. Under Field Values, click +Add Field Value, and then select Parent from the list.
12. Next to the Parent field, click the data pill picker icon (), and then dot-walk to Inputs > Parent Record.
13. Under the Action Outline, click Outputs.
14. Under Action Output, click + Create Output, and then fill in the following fields:

    Field	Action
    Label	Enter Record.
    Name	Enter record.
    Type	Select Reference.Task[task]

15. In the Action Output header, click + Create Output, and then fill in the following fields:

    Field	Action
    Label	Enter Parent Record.
    Name	Enter record.
    Type	Select Reference.Task[task]

16. In the Action Output header, click Exit Edit Mode.
17. Next to the Record output's Value column, click the data pill picker icon (), and then dot-walk to Inputs > Record
18. Next to the Parent Record output's Value column, click the data pill picker icon (), and then dot-walk to Inputs > Parent Record.
19. In the main header, click Save > Publish to make your action available to add to an activity definition's automation plan.

결과

You can now add your custom Workflow Studio action to an automation plan for your custom activity definition.

다음에 수행할 작업

Add your custom action to an automation plan when you Create an activity definition.

관련 개념

• UI Layouts

관련 태스크

• Create an activity definition