Duplicate a playbook
Make a copy of an existing playbook with the same trigger, stages, activities, and experience configurations as the original. Edit the duplicated playbook to quickly create a working variation.
Before you begin
- Activate Playbooks for your appropriate application.
- Familiarize yourself with the tables and relationships that your application uses for the playbook that you want to create.
- Make sure to Familiarize yourself with any features that your business uses to automate operations on the ServiceNow AI Platform, such as flows, subflows, and actions.
- Learn how to get started with ServiceNow® Process Automation.
- Role required: admin or playbook.admin
Procedure
Navigate to All > Process Automation > Workflow Studio > Playbooks.
The Playbooks builder appears.
Select the playbook you want to duplicate.
Check the box next to the playbook that you want to duplicate.
Only one playbook can be duplicated at a time.
The Duplicate button displays.
Select Duplicate.
The system makes a copy of the selected playbook and opens Duplicate playbook modal for the new playbook.
Fill in the playbook properties.
| Label | Enter a unique, user-facing name for your playbook. This name appears during playbook runtime. |
| Application | Choose an application scope that you want your playbook to run in. Selecting Global lets your playbook run in any application scope. For more information, see Application scope. |
| Description | Optionally, enter some descriptive details about your playbook. |
| Trigger type | Specify what causes your trigger to fire. |
| Table | The table with the record operations that you want to trigger your playbook. This field cannot be edited. |
Edit the playbook stages and activities to fit the new playbook.
Select Save.
Parent Topic:Creating and managing Playbooks