Exploring Workflow Studio
Summarize
Summary of Exploring Workflow Studio
Workflow Studio is a consolidated interface that allows ServiceNow customers to work with playbooks, flows, subflows, actions, data streams, and decision tables efficiently. It provides a centralized location for authoring and editing workflows while managing integration connections and credentials.
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Key Features
- Homepage: View and create workflows, access recent updates, and find information resources.
- Workflow Types: Select from various workflow components, including playbooks and decision tables.
- Current Workflow List: Easily edit and manage available workflow items with options for refreshing and filtering.
- Operations Page: Monitor execution details of workflows, including charts for performance metrics.
- Integrations Page: Configure and view Integration Hub spoke connections within the same interface.
- Access to Resources: Find links to product documentation, videos, community sites, and more.
Key Outcomes
By utilizing Workflow Studio, you can streamline your workflow creation process, configure integrations seamlessly, and gain insights into execution details in one place. This results in enhanced productivity and improved management of workflow applications, eliminating the need to switch between different builder applications.
Work with playbooks, flows, subflows, actions, data streams, and decision tables from a single consolidated interface. See operational details of your workflow applications and configure integration connections and credentials.
Homepage
The Workflow Studio homepage displays all the workflow applications available for authoring and editing.
- 1. Homepage
- Use the homepage to create and view workflows. You can see a list of workflows by type, a list of workflows you last worked on, a list of recent workflow updates, and a list of information resources.
- 2. Workflow types
- Select a workflow type to see a list of available items you can edit. Options include playbooks, flows, subflows, actions, data stream actions, and decision tables.
- 3. Create a workflow
- Select a workflow component to create. Options include playbooks, flows, subflows, actions, data stream actions, and decision tables.
- 4. Current workflow list
- See the list of workflow items available to edit. Each list shows the total number of workflow items available, a set of list controls, and a separate list row for each workflow item. List options include refresh list, list actions, copy URL, show filter panel, and delete.
- 5. Pick up where you left off
- See the list of workflow items that the current user last worked on. Quickly resume working on a workflow item.
- 6. Latest updates
- See the list of workflow items that have most recently been added or updated. See who worked on an item and when the updates were made.
- 7. Resources
- Learn more about Workflow Studio and its related workflow applications. Resources include links to the product documentation, ServiceNow videos, the ServiceNow Community site, the Centre of Excellence site, and the Developer Portal.
Operations
The Workflow Studio operations page displays execution details for workflow applications that are currently running and have completed running.
The Workflow Studio operations page consists of these elements.
- 8. Operations
- Use the operations page to see execution details by workflow type.
- 9. Execution detail types
- Select a workflow type to see available execution details. Options include playbooks and flows.
- 10. Charts
- Select a workflow type to see operational charts such as most executed playbooks and playbook executions by state.
Integrations
The Workflow Studio integrations page displays connection details for Integration Hub spokes. You can use this page to configure inbound and outbound spoke connections.
The Workflow Studio integrations page consists of these elements.
- 11. Integrations
- Use the integrations page to add, configure, or view available connections.
- 12. Integration types
- See a list of available and configured spokes and connections. Configure or create a spoke to integrate data. Use the connection card to configure a connection or review its details.
Differences from previous releases
Workflow Studio combines Playbooks, Flow Designer, Decision Builder, and Integration Hub into a single builder application. Each of these prior workflow applications retain their functionality and their user interface to create and edit workflow objects. Workflow Studio introduces these changes.
- Access Workflow Studio from duplicate menu items
- Workflow Studio uses the existing menu items for the separate workflow builder applications to open the corresponding workflow object type. For example, selecting the Playbooks menu item opens the playbooks list from the Workflow Studio homepage.
- Configure integration connections
- Workflow Studio enables you to configure integrations in the same user interface as you build integration components. For example, you can create a data stream action and also define its connection details.
- Display each workflow type in a separate tab
- Workflow Studio displays each workflow object type in its own tab. For example, Playbooks playbooks open in a playbook tab, and Flow Designer flows open in a flow tab.
- Edit different workflow types simultaneously
- Workflow Studio combines all workflow object types into a single user interface. You can work on related workflow objects simultaneously rather than switch between separate workflow builder applications. For example you can create a flow that includes the Make a decision flow logic and also create the decision table used by that decision.
- Set application specific settings from the existing property pages
- Workflow Studio relies on the existing system properties pages to add and configure setting for each workflow application. For example, open the Flow Designer properties page to configure the behavior of flows, subflows, and actions.
- View all available execution details
- Workflow Studio contains execution details for all workflow object types. You no longer have to switch between applications to see execution details for a particular object type.