Platform Academy Session #21 - August 4th, 2022 - Getting Started with Playbook Experience

Join us for our series of live sessions focused on platform topics like Automated Test Framework (ATF), Instance Scan, Upgrade Center, Source Control and CICD, as well as everything Workflow Automation. This academy runs every other week, except for major holidays.
We'll have product experts on hand to demonstrate concepts, best/good practices, provide guidance, and answer your questions in a live setting.

Be sure to bring your questions, post them on the community events, on YouTube or post them during the live webinars.

This session helps you learn how to configure engaging a process experience for your agents with Playbook Experience. We're joined by guest host Jason Lefever, Product Owner for PAD and Playbooks.

* 00:00 Start, Welcome and Introduction
* 03:48 Playbook Experience Intro & History
* 09:49 New in Tokyo Release for PAD and PE
* 20:54 Recap and Playbook Experience Features
* 30:06 Live Demo
* 44:56 Poll, Academy Wrap-up, and Outlook

NOTE for the live demo:
If you encounter the same issue with opening the Activity UI in UIB on your instance, clearing site data in your browser for the instance will fix this.

Resources, videos, and more!

Community event post with resources

Previous academy session:
Academy Session #22: Getting Started with Process Automation Designer

Docs
Tables available for Triggers

Now Learning
Now Create Whitepaper
Now Learning Intro
Now Learning Fundamentals

CreatorCon on-demand courses

CCL1061-K22: Two sides of a process part one: Process Automation Designer
CCL1062-K22: Two sides of a process part two: Playbook Experience

CCL1069-K22: Best Practices for building with Flow Designer and IntegrationHub
CCL1071-K22: Flow Designer - Leverage low-code digital process automation
CCL1074-K22: Using Decision Builder to Streamline Automation

[miryanaatanasova]

Hi, Lisa, big fan of your series on Process Automation, specifically about Playbooks and Playbook Experiences! I am trying to find the CCL1061-K22 and CCL1062-K22 on-demand courses, but I could not find them on the Now Learing platform. I know the content is a couple of releases old, but as a novice with Workflow Studio I still think it will be helpful. Could you, please, let me know where I could find that? Thank you!

[krystiangarwol]

super overcomplicated. The same issue is with the Mobile Builder. Instead of making it simple: build a step and set up how to validate it f.e. Validate Quantity on Purchase Order, validation for this step would be change of state on PO. Instead we get this, which looks like you need to spend few days on getting to know how to move around this thing and then next month of explaining it to customer

The idea was perfect, execution really poor