Creating and managing Playbooks

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 4분

    • Learn how to create and configure a playbook in Workflow Studio.

    You can view your list of Playbooks by navigating Process Automation > Workflow Studio > Playbooks. Opening a playbook allows you to edit it. If there are no playbooks in the list, you can create a new one by clicking New and selecting Playbook. For more information on creating a playbook, see create a process definition.

    Playbook properties

    After you create a playbook, access its properties by opening it, and selecting Properties in the More actions menu in the upper right corner of the header. In the Additional properties modal, you can edit the following information:
    Field Description
    Label Name of the playbook to display in Workflow Studio and in a Playbook Experience.
    Description Description of what your playbook does.
    Conditions Conditions that must be met to run your playbook.
    Run my trigger Option that defines how many times your trigger can run for your playbook. Choices include:
    • Once: Triggers the playbook once for the life of the triggering input record.
    • Only if not currently running: Triggers the playbook for every unique change if a process execution is not currently running.
    • For every update: Triggers the playbook every time the input record is updated, regardless of whether there has already been or there currently are any running process executions.
    Run on extended Option to trigger your playbook when record operations occur on tables that extend the input table. For example, if your selected table is the Task [task] table and you select this option, your playbook triggers when a Problem [problem] record is created or updated. For more information, see Table extension and classes.
    주:
    After you create a playbook, you can't change the trigger's input table or trigger type.

    Design considerations

    Refer to these design considerations when working with playbooks:
    Avoid duplicating business logic used in Workflow Studio, Workflow, and business rules
    Replace separate business logic such as business rules, flows, and workflows with a consolidated playbook. Make sure that you deactivate any external business logic you replace to avoid duplication of effort.
    Ignore records added or updated by import and update sets
    Record triggers ignore records added or updated by applying an update set or importing an XML file. These operations apply to the entire application or table rather than an individual record.