Overview

Playbook provides fulfillers with a way to visualize business process workflows in a simple, task-oriented view. This workflow ensures consistent responses to commonly encountered situations. These business process workflows are designed with Process Automation Designer.

Playbooks appear in workspace when a process definition is triggered. For more information, see Process Automation Designer triggers.

To learn how fulfillers can interact with Playbook, see Interact with Playbook.

Customize Playbook experiences

Playbook comes with a Global Playbook Experience record that defines a default Playbook configuration. You can use this record without any additional configurations. By default, this record defines a set of overrides for controlling how individual activities appear within Playbook. Activity overrides enable you to override the Playbook UI.

You can customize any of this behavior by creating a custom Playbook experience with your own configurations and activity overrides. These records will extend or, optionally, override the global Playbook experience.

It is possible to have multiple Playbooks from the same record. However, only the first process that was triggered will be displayed.

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