Add and configure a trigger in a playbook

Begin building your playbook by adding and configuring the trigger.

Before you begin

Role required: playbook.admin or pd_author

Review Triggers.

Create a trigger definition if needed.

Procedure

1. Navigate to All > Process Automation > Workflow Studio > Playbooks > .
2. Select the view you want to build in.
   The builder displays in Diagram view by default, but you can select Board view to switch views. Switch between views anytime as you build your playbook.
   
   
3. Open the configuration modal for the trigger.

   View	Steps
   Diagram	Select Start to choose the record operation that triggers this playbook.
   Board	Open the More actions menu () and select Properties.

4. Note:

   The playbook cannot be activated without a trigger, and you will see an error in the notification tray.
   Under the Schedule tab, choose how you want the playbook to be triggered.
   • Define your own conditions for when your process runs: If you want to create your own custom conditions for when your playbook should run, select this option, choose a trigger type, and then select Set your trigger conditions. On the next screen, select a Table to trigger your playbook and the Conditions that cause your playbook to run. Finally, you can choose to run your trigger on Table extension and classes. When you're done adding conditions to your trigger, click Done.
   • Choose an existing trigger: If you want to use a trigger that has all the conditions you need for your playbook, select this option. Then, choose an existing trigger from the list and select Done.

   Note:

   Playbooks can be triggered off of any table that the customer is entitled to use.
   The trigger is configured.

What to do next

Add and configure your stages.

Related tasks

• Create a trigger definition