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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Process Automation Designer flows for playbook

The Source-to-Pay Workspace helps you automate the entire process, right from tracking the requests, fulfillment, and to order revision flows.

As a process owner or administrator, you can use Playbooks to enable cross-enterprise workflows and create a task-oriented view:

  • Optimize the processes and improve the productivity with the help of the procurement workspace playbook.
  • Manage easy tracking of the requests and use the guided approval and resolution flows.
  • Perform complex activities and tasks from a simplified unified playbook.

Source-to-Pay Workspace playbook

This playbook comes with a Global Playbook Experience record that defines a default playbook configuration. You can use the following record without any additional configurations. By default, this record defines a set of rules for managing how individual activities appear within the playbook.

Image omitted: process-auto-designer-playbook-flows.png
Default flows available for purchase modification process

You can customize this behavior by customizing the Playbook experience with your own configurations and activity overrides.

Parent Topic:Procurement Case Management

Related topics

Playbooks