Add and configure a trigger in a playbook

task australia Updated Sep 10, 2026 2 min read add-configure-trigger.md
Raw file servicenow.com

Begin building your playbook by adding and configuring the trigger.

Before you begin

Role required: playbook.admin or pd_author

Review Triggers.

About this task

You can add one or multiple triggers to your playbook. The triggers can either be record based or scheduled. Record based triggers start your playbook when a record is created, updated, or both. The scheduled triggers give you the option to run the playbook at the time you need. You can also add an existing trigger that matches the conditions for your playbook.

Note: You can create up to 10 triggers of any type. It can be record-based triggers, scheduled triggers, or a combination of both.

Procedure

  1. Navigate to All > Process Automation > Workflow Studio > Playbooks.

  2. Open the playbook that you want to configure or create a playbook.

  3. On the left sidebar, select Triggers ([Omitted image "triggers-icon.png"] Alt text: Icon to open the triggers.)).

    Note: You can't open triggers until the parent table is specified for the playbook. To specify a parent table, edit Start in the diagram view, or open the More actions menu ([Omitted image "icon-horizontal-menu.png"] Alt text: More actions menu) and select Properties.

    [Omitted image "triggers-playbook.png"] Alt text: Triggers in playbooks with options to edit, delete, or create triggers.

    If triggers are already added to the playbook, the Triggers screen displays a list of the associated triggers. You can edit, delete, or add a trigger.

  4. Select an existing trigger to edit, or add a trigger.

Trigger type

Actions

Record based

Go to Add trigger > Record based and select when you want the playbook to run:- When record is created

  • When record is updated
  • When record is created or updated Specify the following settings and select Save and close.1. If required, specify a different table for the trigger than the parent table.
  1. Select Run this trigger on extended tables if you want the playbook to run on Table extension and classes.
  2. Select Trigger on unique values if you want the playbook to run only on unique changes of the record values.

If you edit and reactivate an existing playbook, the playbook may run automatically for a fulfilled trigger. To prevent the playbook from running again for the same trigger, select the trigger to run on unique values.

  1. Specify any additional conditions that should start the playbook. If you want to use a trigger that has all the conditions you need for your playbook, select Choose existing playbook trigger. Then, choose an existing trigger from the list and select Save and close.

Scheduled

  1. Select Add trigger > Scheduled.
  2. Specify the scheduling details and the conditions for the trigger and select Save and close. For more information about scheduling a trigger, see Create a scheduled trigger for Playbook
## Result

The trigger is configured.

What to do next

Add and configure your stages.

Parent Topic:Triggers

Search documentation
Search document titles and file paths on the australia branch