Create and customize playbooks

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

    • Configure playbooks to customize demand workflows or create playbooks for your organization.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Next Experience for Demand Management includes two predefined playbooks available in Workflow Studio:
    • Demand default
    • AI playbook
      Nota:
      The AI playbook is available only when the AI Control Tower plugin is installed and the investment type of the demand is set to artificial intelligence.
    These playbooks are ready to use without any additional configuration. Configure playbooks only when you must customize an existing playbook or create one for your organization's specific demand workflows.

    In Next Experience for Demand Management, playbooks are triggered by record creation. A playbook is associated with demand records, and the Playbook page appears in the L-2 (level 2) menu when a demand meets the trigger condition.

    For more information on how to create or customize playbooks, see Configuring Playbooks

    Procedimento

    1. Navigate to Workflow Studio > Playbooks.
    2. To customize an existing playbook or create one, create and configure the playbook according to your requirement.
      • To activate a predefined playbook, select the required playbook and define an appropriate trigger condition. For more information, see Activate Playbooks and Triggers.
      • To create a playbook, select New. For more information, see Create and configure playbooks.
      • Multiple playbooks can be enabled at a time. Define trigger conditions so that each demand maps to only one playbook type. For more information, see Create and configure playbooks.