Playbooks and Process Automation Designer Fundamentals (Vancouver)
2 Hours

Playbooks and Process Automation Designer Fundamentals (Vancouver)

Automate cross-enterprise workflows in a single, unified process using Playbooks in Agent Workspace and Process Automation Designer.

View other releases

Achievements

By completing this Course you will achieve the following:

About this Course

Welcome to Playbooks and Process Automation Designer (PAD) Fundamentals!

If you are interested in building or authoring cross-enterprise workflows in a single, unified process, you've come to the right place. Using a kanban board-like interface, you can provide end users with a task-oriented view or your process. In addition to PAD, you will use Playbooks to customize the default Playbook user experience to create a visualized business process workflow.

This course will focus on adding Playbooks to Agent Workspace and is specifically tailored to Agents, Process Owners, Workspace Administrators, and Citizen Developers. Spend some time engaging in the activity and knowledge checks for hands-on practice with these tools.

 

Recommended Prerequisites

Welcome to ServiceNow
Flow Designer Fundamentals
Introduction to Playbooks and Process Automation Designer

Release Notes

Updated the look and feel to match the Vancouver release instance. 

Objective

Explore required plugins for Process Automation Designer.

Design processes and set triggers.

Deeper dive into the PAD interface.

Go through Playbook experience configurations.

Create your own process definition.

Configure your own playbook.

You will learn

Process Automation Best Practices