Test a playbook

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

    • Verify that your playbook works as expected by running the playbook with test trigger data. Identify and resolve all errors before activating your playbook.

    Antes de Iniciar

    • Create a playbook
    • Role required: the admin, playbook.admin, or pd_operator roles grant users access to test playbooks and to view process execution records.
    • The Playbook Experience plugin is required to preview a playbook in runtime.
    • Plugin required: the Playbook Experience (sn_playbook_exp) plugin grants users access to test playbooks and to preview playbooks in runtime. Users need a role to view process execution records.

    Por Que e Quando Desempenhar Esta Tarefa

    Testing a playbook bypasses the normal playbook trigger to run it with the sample data you provide. Every test you run creates or changes records on your instance. To avoid unwanted record changes, test playbooks on a non-production instance that contains relevant demonstration data.

    Procedimento

    1. Navigate to All > Process Automation > Workflow Studio > Playbooks.
      The Playbooks landing page appears.
    2. Open the playbook you want to test.
      The playbook details screen appears.
    3. Select Test.
      The system displays the Test your process modal. The contents of the modal depend on the type of trigger record your playbook uses.
    4. Select a playbook trigger record to use for testing.
      Nota:
      Testing ignores the playbook trigger conditions. You can select any existing record for testing. If there are no existing records to select, you can create a test record.
      The playbook runs as if the selected test record met the playbook trigger conditions.
    5. Opcional: Create a test record.
      1. In the Test your process modal, select Create a new record.
        In a new browser tab, the system opens a create record form in the ServiceNow AI Platform.
      2. Enter the new record values.
        The fields of a record vary depending on what table your playbook is triggered from.
      3. Select Submit.
        The system creates the record with the values you specified.
      4. Return to the Workflow Studio browser tab with the Test your process modal open in the Playbooks builder.
      5. Close or cancel the Test your process modal.
      6. Repeat steps 2-4 and select the test record you created.
      Nota:
      The system only displays the Create a new record option when there are no records in the table.
    6. Select Run Test.
      The system runs the playbook using the record you selected as test data. When the test is complete, the system displays options to view process execution details and a playbook preview.
    7. View the Process execution details for information about the playbook state, activities run, and log messages produced.
      Nota:
      This option is only visible to users with the admin, playbook.admin, pd_operator roles.
      The system opens a Process Execution form in a new tab.
    8. To see the Playbook preview:
      1. Select a playbook experience type.
      2. Select View.
      Nota:
      This option is only visible on instances where the Playbook Experience plugin is activated.
      The system opens a sample playbook in a new tab.
    9. Identify and resolve any errors in your playbook.
    10. Update and test your playbook until it is ready for release.

    O que Fazer Depois

    Publish your playbook to a production instance and activate it.