Move an automation request to the Planned state
task australia Updated Sep 10, 2026 1 min read move-automation-request-to-planned.md
After creating an automation request, move it to the Planned state before you work on it or create associated automation tasks or resources.
Before you begin
Create an automation request. For more information, see Creating an automation request.
Verify that the state of the automation request is New.
Role required: sn_ac.automation_business_user, sn_ac.automation_technical_user, or sn_ac.automation_admin
Procedure
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- On the Lists tab, under Build, select All Automation Requests.
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Open the automation request that you want to move to the Planned state.
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In the form header, select Move to Planned.
Result
After you move an automation request to the Planned state, it's ready for you to work on.
Parent Topic:Working with automations
42 lines · 1.8 KB
--- title: Move an automation request to the Planned state description: After creating an automation request, move it to the Planned state before you work on it or create associated automation tasks or resources. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/application-development/automation-center/move-automation-request-to-planned.html release: australia product: Automation Center classification: automation-center topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Working with automations, Use, Automation Center, Discover, AI Workflow Factory Prime, Agentic app development, Building applications] --- # Move an automation request to the Planned state After creating an automation request, move it to the **Planned** state before you work on it or create associated automation tasks or resources. ## Before you begin Create an automation request. For more information, see [Creating an automation request](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/automation-center/create-automation-request.md). Verify that the state of the automation request is **New**. Role required: sn\_ac.automation\_business\_user, sn\_ac.automation\_technical\_user, or sn\_ac.automation\_admin ## Procedure 1. 2. 3. On the **Lists** tab, under **Build**, select **All Automation Requests**. 4. Open the automation request that you want to move to the Planned state. 5. In the form header, select **Move to Planned**. ## Result After you move an automation request to the Planned state, it's ready for you to work on. **Parent Topic:**[Working with automations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/automation-center/automations.md)
| title | Move an automation request to the Planned state |
| description | After creating an automation request, move it to the Planned state before you work on it or create associated automation tasks or resources. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/application-development/automation-center/move-automation-request-to-planned.html |
| release | australia |
| product | Automation Center |
| classification | automation-center |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Working with automationsUseAutomation CenterDiscoverAI Workflow Factory PrimeAgentic app developmentBuilding applications |