In Playbooks, an activity represents one step in your overall business process. You can sequence many activities together in the stages of your process.

Stages

Group activities by the stages of your business process, and sequence activities in an order that makes sense for your cross-enterprise workflow. A stage is made up of many sequenced activities that are grouped in a logical way. In the Playbooks Board view of the design environment, you can add a stage to your playbook by clicking + Add stage. In the Diagram view, select the + icon on connectors (lines) to add a stage.

Activities

In Playbooks, an activity represents one step in your overall business process. In the system, an activity is one instance of an activity definition. For more information on activity instances and activity definitions, see the Playbooks User Experience and activity definitions.

Adding an activity to your playbook

In the Playbooks Board view of the design environment, select + Add activity to open the activity picker. In the Diagram view, select the + icon on connectors (lines) to open the activity picker. In the activity picker, you can search for an activity to add or select one from the list of Common Activities. To choose an activity for a custom application, first select the application and then select the activity from the resulting list within the picker.

Additionally, you can add an activity just using an automation asset.

If there isn't an activity that fits your use case, you can create your own activity definition to add to the activity picker. For more information, see create an activity definition.

Interactive and Non-Interactive activities

Activity categories include:

Interactive Activities
When an interactive activity runs, it prompts a user for input in your playbook as it runs. For more information, see Interactive activities.
Non-Interactive Activities
When a non-interactive activity runs, it runs entirely behind-the-scenes and requires no user input. For more information, see Non-Interactive activities.
Optional Activities
An optional activity can be inserted by agents and fulfillers during a playbook run. For more information, see Optional activities.

Stage and activity details

When you select an activity, the side panel should open. Under the Details tab of the side panel, you can add names, descriptions, and start rules to the stages and activities in your playbook. Click the show or hide additional options button to show or hide additional properties for your currently selected stage or activity. The basic details for each stage and activity include:

Label
You can enter a display name for your stage or activity. This name appears during playbook runtime.
Note: Keep your stage and activity names brief, as the system truncates long names.
Description
Optionally, enter a description for your activity or stage. This description only appears within Playbooks and isn't visible during playbook runtime.
Start Rule
Under Schedule > Start Rule, select a start rule for when your stage should start running:
  • When process starts: Your stage starts running as soon as the playbook starts.
  • After specific stages: Your stage starts running after specified stage(s) have finished running.
Under Schedule > Start Rule, select a start rule for when your activity should start running:
  • When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered.
  • After specific activities: Your activity starts running after specified activities have finished running.
Run condition
Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.

Activity inputs

Under the Automation tab of the side panel, each activity has inputs you can configure:

  • To change default inputs and outputs for the activity, open and edit the source flow in Workflow Studio by selecting the Open link icon (Open link icon) next to the Automation field.

    For more information on how to work with the default inputs and outputs for activities in Playbooks, see Create an action as an activity automation plan.
    Note: You must have the appropriate user roles to access Workflow Studio and Workflow Studio. For more information, see User access to Workflow Studio flows.
  • Inputs are data that you provide so that the activity runs and performs its function appropriately. For example, a Record activity that notifies a customer of an application rejection will have message inputs for the email address, subject, body, and more.
  • Expected Outputs are displayed at the bottom of the Automation tab.

Creating static and dynamic values for activity inputs

You can add dynamic data to an activity input. Click the data pill picker icon (Data pill picker icon) and navigate, or dot-walk, to the data pill whose dynamic value you want to use when your activity runs. You can select dynamic data from fields in the input record. If your activity has a start rule of After specific activities, you can also select dynamic data from the outputs of other activities in your playbook. For more information on dot-walking to related fields and records on the Now Platform, see selecting fields on related tables using dot-walking.

Note: You can dot-walk to fields in a Reference but not in a Document ID or Sys ID.

The inputs for interactive activities typically provide data that renders in a playbook for an agent to interact with. The inputs for non-interactive activities can render in a playbook but don't require any user input in order to run. For more information, see Interactive activities and Non-Interactive activities.

Design considerations

Refer to these design considerations when working with stages and activities:
Keep Now Platform state models in mind when designing your playbook
Some record types already have state models that describe their life cycle. Use any existing state model as a template for the design of your playbook. For more information, see State Management.