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    Home Paris Now Platform Capabilities Now Platform capabilities Workspace Setting up Workspace Setting up Record View in workspace Set up a custom Playbook user experience Create Playbook experience configurations

    Create Playbook experience configurations

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    Create Playbook experience configurations

    Define a custom configuration for this Playbook experience. You can control all aspects of the Playbook user experience including activity filters within the playbook, as well as assignment badges, embedded forms, and SLA timers that appear within each activity.

    Before you begin

    Role required: admin

    About this task

    This task is optional. If you don’t define a custom configuration for your Playbook experience, the global Playbook experience configuration is used instead.

    Procedure

    1. Navigate to Playbook Experience > Playbook Experiences.
    2. Select a Playbook experience.
    3. Click the Playbook Configurations related list.
    4. Select a playbook configuration or click New.
    5. On the form, fill in the fields.
      Table 1. Playbook Configuration form
      Field Description
      Show Activity State Option to display the state of the associated activity in ServiceNow®Process Automation Designer. Displays on the activity cards within Playbook to orient the user.
      Filter fields Filter list that appears in a filter list at the top of the Playbook. For example: assigned_to or state. Separate each filter item with a comma. Field values come from an activity's associated record.
      Filter on playbook card status Option to enable the filter fields that specify which fields from the associated records to include in the filter. Toggle this field to include the activity state in the filter.
      Note: This field isn't associated with the state of the record.
      Assigned to field Field used to populate an Assigned to badge and avatar that shows up on each Playbook card. The field value comes from the associated activity.
      Max form fields on card Maximum number of form fields that can be embedded on a Playbook card. Forms that exceed this size instead render in a modal.
      Order Integer that determines the precedence of this configuration in relation to other matching configurations in this Playbook experience. The lower the number, the more likely it will be selected over another configuration. The typical practice is to use numbers that are in the hundreds. For example, 100, 200, 300, or 400.
      Active Option to activate your playbook configuration.
      Application Application that this playbook configuration applies to. Global means that the component applies to all applications.
      Playbook experience Playbook experience associated with this configuration. This field is automatically populated when you configure the Playbook Experience form.
      Playbook table Table to limit this configuration to a specific Playbook. Specify the table that contains the Playbook. If the Playbook was built with Process Automation Designer, select Process Definition <sys_pd_process_definition>.
      Playbook record Playbook table that you specify when you want to limit this configuration to a specific Playbook. Specify the same table that appears in the Playbook table field. For example, choose a specific Process Definition.
      SLA configuration

      Activities can be configured to show an SLA timer for the task record associated with activities. Specify an SLA configuration record used to select the correct SLA to display in this case. If no SLA configuration is selected, the SLA that breaches first is used.

      SLA configurations include:

      • Do not show SLA timer
      • Incident Response and Resolution Team
      • Show SLA that will breach first
    6. Click Submit.

    What to do next

    Set up additional playbook activity overrides.

    Tags:

    Feedback
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    Release version
    Choose your release version

      Create Playbook experience configurations

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create Playbook experience configurations

      Define a custom configuration for this Playbook experience. You can control all aspects of the Playbook user experience including activity filters within the playbook, as well as assignment badges, embedded forms, and SLA timers that appear within each activity.

      Before you begin

      Role required: admin

      About this task

      This task is optional. If you don’t define a custom configuration for your Playbook experience, the global Playbook experience configuration is used instead.

      Procedure

      1. Navigate to Playbook Experience > Playbook Experiences.
      2. Select a Playbook experience.
      3. Click the Playbook Configurations related list.
      4. Select a playbook configuration or click New.
      5. On the form, fill in the fields.
        Table 1. Playbook Configuration form
        Field Description
        Show Activity State Option to display the state of the associated activity in ServiceNow®Process Automation Designer. Displays on the activity cards within Playbook to orient the user.
        Filter fields Filter list that appears in a filter list at the top of the Playbook. For example: assigned_to or state. Separate each filter item with a comma. Field values come from an activity's associated record.
        Filter on playbook card status Option to enable the filter fields that specify which fields from the associated records to include in the filter. Toggle this field to include the activity state in the filter.
        Note: This field isn't associated with the state of the record.
        Assigned to field Field used to populate an Assigned to badge and avatar that shows up on each Playbook card. The field value comes from the associated activity.
        Max form fields on card Maximum number of form fields that can be embedded on a Playbook card. Forms that exceed this size instead render in a modal.
        Order Integer that determines the precedence of this configuration in relation to other matching configurations in this Playbook experience. The lower the number, the more likely it will be selected over another configuration. The typical practice is to use numbers that are in the hundreds. For example, 100, 200, 300, or 400.
        Active Option to activate your playbook configuration.
        Application Application that this playbook configuration applies to. Global means that the component applies to all applications.
        Playbook experience Playbook experience associated with this configuration. This field is automatically populated when you configure the Playbook Experience form.
        Playbook table Table to limit this configuration to a specific Playbook. Specify the table that contains the Playbook. If the Playbook was built with Process Automation Designer, select Process Definition <sys_pd_process_definition>.
        Playbook record Playbook table that you specify when you want to limit this configuration to a specific Playbook. Specify the same table that appears in the Playbook table field. For example, choose a specific Process Definition.
        SLA configuration

        Activities can be configured to show an SLA timer for the task record associated with activities. Specify an SLA configuration record used to select the correct SLA to display in this case. If no SLA configuration is selected, the SLA that breaches first is used.

        SLA configurations include:

        • Do not show SLA timer
        • Incident Response and Resolution Team
        • Show SLA that will breach first
      6. Click Submit.

      What to do next

      Set up additional playbook activity overrides.

      Tags:

      Feedback

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