Journey designer journey template reference

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Journey Designer Journey Template Reference

    The Journey Designer Journey Template Reference provides essential information for plan configuration owners in ServiceNow. It outlines roles, approval processes, and features related to journey templates, ensuring effective management and modifications.

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    Key Features

    • Roles: Each journey template has a primary owner, multiple co-owners, and approvers. Owners and co-owners can edit and publish templates, while approvers are responsible for reviewing changes.
    • Approval Process: Changes require approval from only one approver. Templates cannot be edited until an approval is received.
    • Comments: Owners can add comments to the Activity tab during the approval process, providing special instructions for approvers.
    • Preview Functionality: Owners can preview templates from both their perspective and as a selected employee role, depending on access to the audience type.
    • Email Notifications: Notifications are sent to relevant parties for actions like assignment, publication, rejection, and reminders if no response is received within three days.

    Key Outcomes

    By effectively utilizing journey templates, ServiceNow customers can streamline the planning and approval process, maintain clear communication through comments and notifications, and ensure that journey modifications are properly reviewed and implemented. This enhances overall efficiency in managing employee tasks and activities within the organization.

    The journey template page has information that is useful to the plan configuration owner.

    Header area

    The header of this page displays the plan configuration name and description and the following information.

    A ServiceNow administrator assigns owners, co-owners, and approvers.
    Owner
    There can be only one primary owner of a journey template.
    Co-owners
    There can be multiple co-owners for a journey template. Co-owners have the same abilities of the owner to change and publish plan configurations.
    Approvers
    Approvers review and approve or reject changes to a journey template. Changes to a journey template need only one approval.
    Tip:
    Owners can add comments that are displayed in the Activity tab of a plan configuration.
    1. From My tasks, open an Approval request.
    2. Select the link at the top of the request.
    3. In the plan configuration, select the Activity tab.
    4. Read the comments added by the owner to see if there are any special instructions.
    Preview
    Preview a template to make sure the changes you made are what you expected.
    • Preview this template: Preview the template with the roles that are assigned to the owner.
    • Preview as an employee: Preview the template with the roles assigned to the selected user.
    Note:
    The plan configuration preview feature depends on whether the plan configuration owner has access to the selected Audience type. These Audience types are accessible to all plan configuration owners.
    • HR Profile
    • HR Criteria
    • Users
    • Users Criteria
    • Upload file
    Publish journey template
    The changes are visible after an approval by one approver. The template can't be edited until after an approver either approves or rejects the approval request.
    Note:
    Comments are visible as comments in the Activity tab.
    Cancel approval request
    The owner or any of the co-owners can cancel the approval request.

    Journey template overview tab

    The overview tab shows all the components of a journey that can be modified by owners.
    Stages
    A logical container of a journey that includes tasks that are assigned to employees, mentors, or managers.
    Task templates
    Individual tasks assigned to a user.

    Activity tab

    Displays the history of all the changes for a plan configuration in chronological order.

    Email notifications

    Owners, co-owners, and approvers can be the recipient of email notifications.
    Note:
    Users with Notification set to Disable won't receive any notifications.
    Table 1. Email notifications details
    Email notifications are sent when Email notification recipients are
    An owner or co-owner is assigned to a plan configuration
    • Owner
    • Co-owner
    An owner publishes a journey template for approval Approver
    An approver rejects a journey template approval request
    • Owner
    • Co-owner
    An owner cancels or rescinds a journey template approval request Approver
    A journey template approval request is approved
    • Owner
    • Co-owner
    It has been more than 3 days since a journey template was submitted for approval by the owner
    Note:
    Notifications are sent on the third day and every other day (that is, 5th, 7th, 9th days) until a response is received.
    		 Approver