---
sourceDocument: Yokohama Build workflows
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/build-workflows

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Build workflows

ft:clusterId :

    - crworkflow

bundleId :

    - crworkflow

workflow :

    - Creator


---

# Add and configure a trigger in a playbook

# Add and configure a trigger in a playbook {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Begin building your playbook by adding and configuring the trigger.

## Before you begin

Role required: playbook.admin or pd_author

Review [Triggers](https://servicenow-prod.fluidtopics.net/CeFCVD8J4x0xHiX2bICh3Q "Triggers specify when to start running your playbook.").

[Create a trigger definition](https://servicenow-prod.fluidtopics.net/N130NYkW4AH7llOKV6Gu2A "Define the type of trigger that determines when to start running your playbook.") if needed.

## Procedure

1. Navigate to AllProcess AutomationWorkflow StudioPlaybooks.
2. Select the view you want to build in.  
   The builder displays in Diagram view by default, but you can select Board view to switch views. Switch between views anytime as you build your playbook.  

3. Open the configuration modal for the trigger.

   | View | Steps |
   | Diagram | Select Start to choose the record operation that triggers this playbook. |
   | Board | Open the More actions menu (![More actions menu]()) and select Properties. |
   |-|-|

   {#add-configure-trigger__choicetable_zjn_1sr_d1c}
4. Note:  
   The playbook cannot be activated without a trigger, and you will see an error in the notification tray.
   Under the Schedule tab, choose how you want the playbook to be triggered.  
   * Define your own conditions for when your process runs: If you want to create your own custom conditions for when your playbook should run, select this option, choose a trigger type, and then select Set your trigger conditions. On the next screen, select a Table to trigger your playbook and the Conditions that cause your playbook to run. Finally, you can choose to run your trigger on [Table extension and classes](https://www.servicenow.com/docs/access?context=table-extension-and-classes&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US). When you're done adding conditions to your trigger, click Done.
   * Choose an existing trigger: If you want to use a trigger that has all the conditions you need for your playbook, select this option. Then, choose an existing trigger from the list and select Done.

   {#add-configure-trigger__ul_vwl_xcw_21c}  
   Note:  
   Playbooks can be triggered off of any table that the customer is entitled to use.  
   The trigger is configured.

## What to do next

[Add and configure your stages.](https://servicenow-prod.fluidtopics.net/Vk3iDYyg_Df62zD4oj~nDQ "Add and configure a stage in your playbook.")
**Related tasks**   

* [Create a trigger definition](https://servicenow-prod.fluidtopics.net/N130NYkW4AH7llOKV6Gu2A "Define the type of trigger that determines when to start running your playbook.")

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