Zurich Build workflows

Release: zurich
ft:locale: English
ft:publication_title: Zurich Build workflows
ft:clusterId: crworkflow
bundleId: crworkflow
workflow: Creator

Build workflows
Now Assist for Creator
Flow generation
Explore
Turn on skill
Flow generation with images
Explore
Turn on skill
Flow recommendations
Explore
Turn on skill
Flow summarization
Explore
Turn on skill
Playbook generation
Explore
Configure
Change the default LLM for playbook generation
Generate a playbook
Playbook recommendations
Explore
Configure
Generate playbook recommendations
Install
Role
Workflow Studio
Explore
Playbook
Getting started with process automation
When to use flows and playbooks
Playbook Experience
Playbook builder
Agentic Playbooks
Explore
Configure
Use
Reference
Roles
Guidelines for writing AI agent instructions
Playbooks across ServiceNow AI Platform
Domain separation and Playbooks
Flows
Getting started
Build your first flow
Build a flow from a template
Use the help panel
Flow action numbering
Workflow Studio Homepage
Workflow Studio data
Flow diagramming view
Flow execution details
Flow roles
Domain separation and Workflow Studio
Generate group approvals for domain separated requests
Architecture Overview
Default read-only flows
Flow debugger
Save as you go flows
Restore save as you go functionality
Saved flow triggers
Subflows
Conversational subflows
Available conversational subflows
Check for conversational compatible subflows
Actions
Conversational actions
Available conversational actions
Check for conversational compatible actions
Decision tables
Decision tables workflow
Decision Builder user interface
Filter decision tables
Configure
Playbooks
Activate playbooks
Administering playbooks
User access to playbooks in Workflow Studio
Content filtering for playbooks
Configure content filtering definitions for playbooks
Configure content filtering rules for playbooks
Archive process contexts
Configure archive settings for process contexts
Turn off automated archiving
View archived process contexts
Create a Data Definition
Flows
Flow administration
Flow execution details retention
Flow execution settings
Activate flow reporting
FDIH Dashboard
Get insights from the FDIH Dashboard
Flow priority
Show flow priority field
Set flow priority
See related flows for action
User access to flows
Manage access
Content filtering
Configure content filtering definitions
Configure content filtering rules
API access
Create code snippets for flows, subflows, and actions
Create a client callable flow, subflow, or action
Restricted caller access
Set flow user preferences
Update to the latest version of Flow Diagramming
Decision tables
Update to the latest version of Workflow Studio
Use
Building flows
Create a flow
With Now Assist
With inbound email trigger
Allow multiple triggers to process an inbound email
With Kafka message trigger
With a MetricBase trigger
With a Performance Analytics trigger
With a Service Catalog trigger
With an SLA Task trigger
With an external trigger
With specified roles
Create flow Service Catalog variables
Create a decision table in a flow
Copy a flow
Duplicate an action or subflow
Test a flow
Activate a flow
Change a flow or action's default title
Edit a flow
Delete a flow
View activated flows for a table
Flow and subflow stages
Configure and add stages
Show subflow stages in a parent flow
Flow error handler
Add an error handler to a flow
Create a custom action to throw an error
Flow history
Add an annotation
Delete an entry
Restore a flow
Save a copy
Flow Template Builder
Inline scripts
Summarize a flow
Variables
Create a variable
Building subflows
Create a subflow
Create a subflow with Now Assist
Create conversational subflow skill
Configure conversational settings
Configure LLM to generate descriptions for conversational subflows
Copy a subflow
Create a decision table in a subflow
Convert items to subflow
Create a template value input
Get started with Dynamic Flow and Get Flow Outputs
Publish a subflow
Summarize a subflow
Subflow history
Add an annotation
Delete an entry
Restore a subflow
Save a copy
Test a subflow
Building actions
Getting started with actions
Create an action in Workflow Studio
Create an action input from a step input
Test an action
Copy an action
Dynamic inputs
Get started with dynamic inputs
Create a data gathering action for a dynamic choice
Create a data gathering action for a dynamic template
Create a data gathering action for a dynamic inputs type input
Dynamic input configuration options
Dynamic outputs
Get started with dynamic outputs
Create a data gathering action for a dynamic object
Dynamic output configuration options
Action error evaluation
Add error condition
Retry policy
Create conversational action skill
Configure conversational settings
Configure LLM to generate descriptions for conversational actions
Complex data
Create data structure
Save data structure
Load data structure
Create a custom action to generate an object from a record
Create a custom flow to generate an object for each record in a list
Script support for complex data
Create a custom action to generate an array of objects from a list of records
Create a custom action to generate an array of strings from a list of records
Building playbooks
Getting started with Playbooks
Design an automated process
Triggers
Create a trigger definition
Add and configure a trigger in a playbook
Create a scheduled trigger for playbook
Stages and activities
Add and configure a stage in a playbook
Activity definitions
Create an activity definition
Create an action as an activity automation plan
UI Layouts
Add and configure an activity in a playbook
Use AI agent as an activity
Automation Assets
Start with delay input properties
Optional activities
Decision activities
Decision stages
Questionnaire activity
Create a questionnaire
Parallel branches
Add dynamic inputs to an activity
Playbook activity state mapping
Playbook activity state-mapping rules
Playbook activity state-mapping permissions
Playbooks in Workflow Studio
Create a playbook
Playbook variants
Create a playbook variant
Set variant evaluation point
Re-order playbook variants
Save a playbook variant as a favorite
Test a playbook
Restart
Enable and Configure Restart for Playbooks
Duplicate Playbooks
Add translations for playbooks
View all buttons without hover
Build triggers
Create record based trigger
Create a scheduled trigger
Create an external trigger
Managing external event sources
Use a saved trigger
Edit trigger
Detach trigger
Delete trigger
Designing playbooks
Customize the Playbook Experience
Customize a playbook in UI Builder
Add a custom layout bundle to a UI Builder page
Add a custom layout bundle to a UI Builder standard record page
Enable Guided activity view
Playbooks in Service Portal
Set up mappings between themes
Embed the playbook in Service Portal
Portal Playbook Widget
Customize the playbook in Service Portal
Run a playbook in Service Portal
Configure a playbook for ServiceNow mobile
Embed a playbook in ServiceNow mobile
Reflow for playbook components
Playbook record generator
Running playbooks
About Playbook Experience
Add an activity to a playbook
Restart a playbook
Cancel a playbook
Open full lists within playbook
Using activity stream within playbook
Using decision tables
Create decision tables in Workflow Studio
Duplicate a decision table
Edit decision tables using draft authoring
Modify decision table structure in Workflow Studio
Modify decision table rules in Workflow Studio
Use decision tables
Manage decision tables in Excel
View related objects in a decision table
Test a decision table in Workflow Studio
Create decision table code snippets
Modify Decision Tables in the Classic UI
Delete a decision table
Filter conditions in a decision table
Use enhanced reference record
Set rows active or inactive
Building spokes using Spoke Generator
Create spoke and build actions by importing an OpenAPI Specification
Create spoke and build actions by importing a Postman collection
Use Now Assist to create spokes and build actions
Install Now Assist for Creator
Turn on the spoke generation skill
Configure a third-party LLM provider as default for Now Assist for Spokes
Create spoke and build actions using the spoke generation skill in Now Assist
Create spoke and build actions manually
Add more actions to the custom spoke
Reference
Playbooks reference
Playbooks system properties
Playbooks roles
Keyboard navigation in playbook diagram view
Playbook statuses and activation states
Process executions
Activity executions
Create Task activity
Instruction activity
User Form activity
Placeholder activity
Interactive activities
Adobe Acrobat Sign activities
Advanced Instruction activity
Checklist Task from Template activity
Checklist Task activity
Collect User Data activity
Create Record activity
Create Child Case activity
Create Child Task activity
Docusign activities
Guided Decision activity
Invoke PaCE activity
Microsoft Teams activities
Request Multi-Level Approval activity
Request Ad Hoc Approval activity
Request Manager Approval activity
Send Email activity
Show Knowledge Article activity
Show List of Records activity
Slack activities
Two Step Instruction activity
Update Record activity
View Approval Requests activity
Wait For Condition activity
Non-Interactive activities
Automated Create Record activity
Automated Send Email activity
Automated Update Record activity
Autocompleting User Form
Look Up Records activity
Make a Decision-First Match activity
Flows, subflows, and actions reference
General guidelines
Actions
Add Worknote Link to Context action
Ask for Approval action
Associate Record to Email action
Create Catalog Task action
Create Flow Data action
Create Record action
Create or Update Record action
Create Task action
Copy Attachment action
Delete Attachment action
Delete Record action
Execute Skill action
Fire Event action
Get Attachments on Record action
Get Catalog Variables action
Get Email Header action
Get Latest Response Text From Email action
Log action
Look Up Attachment action
Look up email attachments action
Look Up Record action
Look Up Records action
Move Attachment action
Move Email Attachments to Record action
Record Producer action
Send Email action
Send Notification action
Send SMS action
SLA Percentage Timer action
Submit Catalog Item Request action
Update Multiple Records action
Update Record action
Use an AI agent action
Wait For Condition action
Wait For Email Reply action
Wait For Message action
Flow logic
Append to Flow Variables flow logic
Assign subflow outputs flow logic
Call a workflow flow logic
Do the following until flow logic
Do the following in parallel flow logic
Dynamic flows flow logic
End Flow flow logic
Exit Loop flow logic
For Each flow logic
Get Flow Outputs flow logic
Go back to flow logic
If flow logic
Make a decision flow logic
Set Flow Variables flow logic
Skip Iteration flow logic
Try flow logic
Wait for a duration flow logic
Flow integrations
Spokes
Benchmarks Spoke
Connect spoke
Customer Service Spoke
External Related Files spoke
Field Service Spoke
ITSM spoke
Machine Learning solutions for Flow Designer
Robotic Process Automation (RPA) Spoke
Security Operations spoke
Visual Task Board (VTB) Spoke
Flow system properties
Flow trigger types
Input and output data variables
Approval rules data type
Array.Boolean data type
Array.Choice data type
Array.Datetime data type
Array.Integer data type
Array.Object data type
Array.String data type
Choice data
Conditions data type
Datetime data type
File attachment data type
Integer data type
JSON data type
List.[Table] data type
Object data type
Password (2 Way Encrypted) design considerations
Records.[Table] data type
Reference.[Table] data type
String data type
Table name data type
True/false data type
Variables.[Table] data type
Steps
Ask for Approval step
Call Now Assist Skill step
Create Record step
Create or Update Record step
Create Task step
Delete Multiple Records step
Delete Record step
Get Connection Info step
Get Latest Response Text From Email step
JDBC step
Test
JSON Builder step
Kafka Producer step
Log step
Look Up Record step
Look Up Records step
Notification step
Payload Builder step
PowerShell step
REST step
Script step
Send Email step
SFTP step
Copy File
Copy Directory
Create Directory
Get File List
Remove File
Remove Files
Delete Directory
Rename File or Directory
Set File Attributes
Copy Attachments To SFTP Server
Copy Files To This Instance
SSH step
SOAP step
Update Multiple Records step
Update Record step
Wait For Condition step
ZIP step
Zip operation
Unzip operation
Get Zip file details
User preferences for flows
User roles for conversational subflows and actions
Supported input data types for conversational subflows and actions
Supported Service Catalog variable types
Transform functions
Date and time
String
Utilities
Simple math
Sanitize shell arguments
Sanitize SQL
Complex data
Types of flows and when to use them
Decision tables reference
Decision Builder system properties
Domain separation and Decision Builder
Classic approvals
Approval engines
Set up an approval engine
Approval rules
Set automatic approval rules
Gating approvals
Set up a gating approval via an approval rule
Set up a gating approval based on the item being ordered
Process approvals
Approve with a process guide
Schematic of a hypothetical approval process
Approval summarizer formatter
Summarizers
Change an approval summarizer
Create a new custom approval summarizer
Approval with e-signature
Activate Approval with e-Signature plugin
De-activate e-signatures
Select an approval table
Set up an approval from a local database
Use Multi-Provider SSO to set up an SSO approval for a SAML 2.0 authentication
Installed with approval with e-signature
Approval status
Generate an approval using approval rules
Generate approvals using the approvers related list
Generate approvals using Workflow flows
Multiple approvers
Receive notifications
Embed an approval request within the Outlook email client
Dynamic approval forms
Scripts and engines execution order
Classic Business rules
System Events
Exploring EVAM
System Events
Event registry
Configuring system events
Automated scheduling
Managing system events
Create event
Move event
Passing event parameters
Register event
Reprocess event
System events reference
Event logs
Event states
Incident events
Global events
Script actions
Change events sample scripts
Service Creator
Service creator process
Activate Service Creator
Installed with Service Creator
Components created with new service categories
Service Creator roles
Manage a service
Designing services
Add a template notification
Notification configurations
Create the category and table
Delete a template notification
Designate an editor
Designate a service fulfiller
Fulfill a service request
Publish a service
Classic Workflow
Getting started with workflows
Workflow editor
Workflow palette
Workflow editor title bar
Workflow editor keyboard navigation
Welcome page keyboard commands
Workflow drawing canvas keyboard commands
Workflow management
Create a workflow
Workflow properties
Create a workflow from a table
Create a workflow for a new service catalog item
Create a workflow for an SLA Definition
Ending workflows with multiple branches
Work on workflows
Workflows used as subflows
Pass a variable from a workflow to a subflow
Prepare a subflow
Using variables in a workflow
Workflow catalog variables
Workflow events
Workflow events in the base system
Glide events relative to workflows
Workflow event-specific functions
Event-specific workflow activities
Workflow stages
Use workflow stages
Add and translate stages
Workflow stage sets
Create a workflow stage field
Select a stage field
Display approvers in workflow stage fields
Workflow stage field icons and tooltips
Workflow stage renderers
Workflow fields with deleted records
Workflow concepts
Workflow versions
Workflow scope
Domain separation and Workflow
Workflows and data separation
Workflow engine operation order
Workflow tables
Workflow administration
Workflow roles
Administering workflow contexts
Cancel a workflow
Scheduling a workflow
Workflow movement with update sets
Input variable movement
Input variable movement use case - two input variables
Input variable removal
Avoiding duplicate workflows
Workflow timelines
Workflow error handling
Workflow error tracking features
Create an error condition exit
Reconfigure an approval condition
Workflow run time metrics
Workflow pause utility
Request workflow pause utility
Pause and resume individual workflows
Pause and resume all or multiple workflows
Monitor workflow pause requests
Encrypted workflow scratchpad
Troubleshoot workflows
Use the Workflow Operations Dashboard
Workflow performance timing
Workflow activities
Workflow activities reference
Approval and rollback workflow activities
Approval Action workflow activity
Approval Coordinator workflow activity
Approval - Group workflow activity
Approval - User workflow activity
Generate workflow activity
Manual Approvals workflow activity
Rollback To workflow activity
Condition Workflow activities
If workflow activity
Switch workflow activity
Wait for condition workflow activity
Wait for WF Event workflow activity
Workflow notification activities
Create Event workflow activity
Notification workflow activity
Timer workflow activities
SLA Percentage Timer workflow activity
Timer workflow activity
Task workflow activities
Add Worknote workflow activity
Attachment Note workflow activity
Catalog Task workflow activity
Create Task workflow activity
Utility workflow activities
Branch workflow activity
Join workflow activity
Lock workflow activity
Log Message workflow activity
Log Trace Message workflow activity
REST Message legacy workflow activity
Return Value workflow activity
Run Script workflow activity
Set Values workflow activity
SOAP Message legacy workflow activity
Turnstile workflow activity
Unlock workflow activity
Subflow activities in workflow
Parallel Flow Launcher workflow activity
WorkflowCoordinator object
Completed subflow values in scripts
Parallel Flow Launcher example
View workflow activity descriptions
Add an activity to a workflow
Manage transitions between workflow activities
Manage workflow activity conditions
Edit the workflow activity properties form
Using workflow approval activities and rolling back workflows
Using variables in Notify workflow activities
Use multiple timer activities in one workflow
Publish a custom workflow activity
Workflow activity pinning

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