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Retail Playbook for Store Plan

Retail Playbook for Store Plan

by Service-now.com

A guided playbook for planning and managing store operations.

0 installs 0 reviews v4.1.0 Scoped Application Free
Developer Instance Sub-Production

Install Trend

First tracked: 2026-03-13 Latest: 2026-11-01 (0 installs)
View Install Data
Date Install Count Change
2026-11-01 0 -

About

The Retail Playbook for Store Plan enables headquarters (HQ) and regional managers to create structured operational plans with tasks and cases, linked to store locations and schedules.

Key Features

- Retail Store Plan provides a centralized way to plan, schedule, manage and track operational work across multiple stores. It gives headquarters and regional teams full visibility into planned activities while simplifying execution for store teams.
- The HQ Communications playbook enables business users define plan details, including HQ and store cases, tasks, and questionnaires. They can select target stores and a schedule then let the system generate the corresponding records automatically.

Version History (14)
v4.1.0 2026-10-08 17:33:54
New  New cases and HQ task created from the Store Plan will populate Template item and Template execution columns.  Changes done fo...
v4.0.3 2026-09-10 20:18:56
New Java 21 compatibility
v3.6.1 2026-10-08 17:34:29
New Retail organization pickers in the store plan playbook are now filtered by the user's hierarchy and organization subtype, so users only see st...
v3.6.0 2026-09-10 20:19:48
New  New cases and HQ task created from the Store Plan will populate Template item and Template execution columns.  Changes done for pop...
v3.5.2 2026-08-07 19:13:38
Fixed: Store Plan Playbook now correctly creates the Work Plan record on the PWM Activity Definition when "Save and Continue" is selected.
v3.4.0 2026-06-16 16:50:48
New Integrating questionnaire results UIB page opened via related list query.                  &nbsp...
v3.3.1 2026-08-07 19:14:03
Fixed: Store Plan Playbook now correctly creates the Work Plan record on the PWM Activity Definition when "Save and Continue" is selected.
v3.3.0 2026-06-16 16:50:33
New Integrating questionnaire results UI Builder(UIB) page opened via related list query.                ...
v3.0.0 2026-05-05 17:32:20
New Added demo data for published HQ Communications store plan
v2.2.0 2026-05-05 14:51:59
New Added demo data for the published HQ Communication store plan

+ 4 more versions

ID: 7404dcc22b5d221064c6f9806e91bm85 · Published: Oct 2026 · Updated: Nov 01, 2026