Workflow Automation - Center of Excellence

[Lisa Holenstein]

Workflow Automation CoE

What is Workflow Automation on the Now Platform®?

Workflow Automation is the central part of the Now Platform®, driving automation and processes for your enterprise. Work in an easy-to-learn low-code environment that invites developers of all skill levels by revealing capabilities to match the experience and needs of beginners to advanced developers.

Workflow Automation Products and how they work together

When we’re talking about Workflow Automation on the Now Platform®, we’re not just speaking about one product or several stand-alone technologies, but about an interconnected suite of tools that you can use to automate almost any use case imaginable.

Flows are the heart and core of our Workflow Automation toolkit, they allow you to automate business logic to run synchronously and asynchronously. Create triggered flows, subflows, and custom flow actions as contained logic entities that can be re-used repeatedly.

CoE/Getting Started with Flows

Decision Tables decouple conditional logic from your flows and scripts into decision tables that can be edited in an intuitive interface or exported to, edited in, and imported from MS Excel. This grants process managers the option to edit decisions without needing to touch, commit, and deploy other business logic like flows. Decisions are available natively when building flows or subflows and they can drive your logic and replace complex if-then-else constructs for better readability and maintenance.

CoE/Getting Started with Decision Tables

Playbooks promotes your subflows and flow actions to a new level by driving cross-enterprise and cross-departmental processes. Together with Playbook Experience, you can now expose your playbooks, the expected next steps, and all relevant information directly to the end user for increased efficiency and process transparency. With optional, ad-hoc activities you can make your processes flexible to meet any unexpected needs.

CoE/Getting Started with Playbooks

How do I get started with Workflow Automation?

Start by completing the training on Now Learning (CoE/Training) and request a Personal Developer Instance (PDI) to practice what you learned in the training.

Once you start creating your first flows and processes on your own development instances, check out the other articles in this CoE, linked below. For each of the Workflow Automation products, we’ve assembled info on the first steps, configuration, and properties, as well as Best Practices and FAQ.

If you're interested in starting to migrate your legacy workflows and script logic, check out this post about Migration considerations.

We are also covering Workflow Automation topics in our Workflow Academy. Be sure to head over to the main overview page and check out the videos on Flows, Decision Tables, and Playbooks.

Center of Excellence Navigation

1. Workflow Automation - Center of Excellence
2. Workflow Automation Migration Considerations
3. What's new for Workflow Automation?
4. Resource Hubs
   1. Flows
   2. Decision Tables
   3. Playbooks
5. FAQ
6. Training
7. Workflow Academy

[ogMGOPW]

Thank you so much for this amazing resource, Lisa! It's super easy to understand and navigate and it's awesome to have all of this info compiled in to one page.