Do you have a complex intake form that intimidates your users? Or a self-service process requiring specific input to reach the next stage? These are the perfect use cases for playbooks!

You can also bring that step-by-step guided experience to users who only interact with Service Portals!, aka those who need it most! Bring the ease of guided forms to users who aren’t in full UIB Experiences.

DJ and Carleen will guide you through Playbook basics and best practices. You will get hands-on experience configuring and testing Playbooks to revamp an example application that is long overdue for a makeover.

Objectives

• Understand the flexibility of Playbooks.
• Understand when to use Playbooks.
• Learn how to use the Process Automation Designer (PAD).
• Modifying, testing, and publishing a Playbook.

Background

Several years ago, your company created a scoped application to schedule Performance Reviews for employees and managers.

A single table stores the data attributes for each Performance Review: the schedule details, employee self-review, and the manager’s feedback. This has created a sticky situation where the form is too complicated to manage and not user-friendly for employees and managers.

The previous development team started to develop Playbooks to create a friendly and easy-to-use fulfillment experience. Unfortunately, the dev team won the lottery and disappeared without forwarding contact info. This is where you come in; we had better get you up to speed.