Playbooks reference Release version: Zurich Updated July 31, 2025 1 minute to readGuides, lists, tables and more that you can reference as you work with Playbooks and their associated components. Playbooks system propertiesReview the system properties for Playbooks. You can configure these properties to control how the system handles Playbooks events.Playbooks rolesGrant users one or more Playbooks roles to enable them to create triggers, playbooks, and activity definitions.Keyboard navigation in playbook diagram viewUse keyboard commands to navigate and configure playbooks in diagram view.Playbook statuses and activation statesView your playbook's status in the main header of the Playbooks builder. This status indicates whether the playbook is active or inactive.Process executionsA process execution is a single, runtime instance of a playbook. Process execution records provide runtime information about playbooks, such as the current state and input record.Activity executionsActivity execution records provide runtime information about activities in a playbook, such as the activity's current state and associated record.Create Task activityCreate a task record from previously gathered or generated data.Instruction activityDisplay a simple message to guide end users through your playbook.User Form activityUse this activity to surface a record to the end user. This activity requires you to select a table and record, and the desired form view that should be surfaced to the end user in your playbook. The end user can then interact with this record accordingly. Display a form during runtime to collect input values for your playbook.Placeholder activityDisplay an activity card in Playbooks to indicate what a future activity does.Interactive activitiesAn interactive activity prompts a user for input in your playbook as it runs.Non-Interactive activitiesA non-interactive activity runs entirely behind-the-scenes on the ServiceNow AI Platform® and doesn't require any user input.
Playbooks reference Release version: Zurich Updated July 31, 2025 1 minute to readGuides, lists, tables and more that you can reference as you work with Playbooks and their associated components. Playbooks system propertiesReview the system properties for Playbooks. You can configure these properties to control how the system handles Playbooks events.Playbooks rolesGrant users one or more Playbooks roles to enable them to create triggers, playbooks, and activity definitions.Keyboard navigation in playbook diagram viewUse keyboard commands to navigate and configure playbooks in diagram view.Playbook statuses and activation statesView your playbook's status in the main header of the Playbooks builder. This status indicates whether the playbook is active or inactive.Process executionsA process execution is a single, runtime instance of a playbook. Process execution records provide runtime information about playbooks, such as the current state and input record.Activity executionsActivity execution records provide runtime information about activities in a playbook, such as the activity's current state and associated record.Create Task activityCreate a task record from previously gathered or generated data.Instruction activityDisplay a simple message to guide end users through your playbook.User Form activityUse this activity to surface a record to the end user. This activity requires you to select a table and record, and the desired form view that should be surfaced to the end user in your playbook. The end user can then interact with this record accordingly. Display a form during runtime to collect input values for your playbook.Placeholder activityDisplay an activity card in Playbooks to indicate what a future activity does.Interactive activitiesAn interactive activity prompts a user for input in your playbook as it runs.Non-Interactive activitiesA non-interactive activity runs entirely behind-the-scenes on the ServiceNow AI Platform® and doesn't require any user input.