Build a visual flow for Guided Self-Service

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a visual playbook flow of activities so that employees can find information in a more intuitive and visual way.

    Antes de Iniciar

    Understand the basics of playbooks and workflow studio Building Playbooks.

    Review the information from Guided Self-Service reference.

    Role required: sn_hr_sp.esc_admin, playbook.write

    Procedimento

    1. Follow the instructions available in Create an activity definition.
    2. On the Workflow Studio, use the existing questionnaire activity available from Add activity > Common Activities > Questionnaire for authoring question and answer flow.
      Here is a sample illustration of the entire flow.
      Figura 1. Visual flow
      process design flow
      Each activity definition contains some basic configuration details, as well as an automation plan and activity experience. Table is Guided Self-Service (GSS) Process Execution.
    3. On the Workflow Studio, use the new GSS-specific activities.
      • Add activity > Guided Self-Service in Employee Center > Catalog Item Guidance.
      • Add activity > Guided Self-Service in Employee Center > Show Knowledge Article Guidance.
      • Add activity > Common Activities > Instruction Activity.
      Figura 2. Add activity
      Add activity for GSS
      For more information, see the activity information such as Input, Output, and Advanced Properties on the UI.
    4. On the Workflow Studio, customize triggers, flows, decisions, and so on.
      Here is a sample illustration for time off flow.
      Figura 3. Step-by-step playbook flow
      Workflow Studio PAD design
      Nota:
      Ensure you configure the Restart operation for every activity in the flow. When only one activity has the restart operation, it won't work.
      Based on the security access and user permissions, the catalog items and KBs appear. For more information, see Create a playbook.
      Nota:
      The Activity Definition [sys_pd_activity_definition] table lists the definitions for the activities that you can add to a playbook in Workflow Studio.
    5. Click Activate.
      Nota:
      Only when you activate the GSS process, the Add button is displayed on the Assigned Topics.

    Resultado

    GSS is configured to guide employees. For more information, see Use Guided Self-Service.