Creating an automatically activated playbook

An automatic playbook activates when one or more pre-defined conditions occur as opposed to a playbook that must be activated by a user.

1. From the Playbooks main page, click Create playbook.
2. Provide a name and description of the playbook.
   The name must be unique.
   The API name field is used for programmatic access and is automatically populated with the same name as the Name field but with underscores for spaces. You can change the API name to meet the need of your app developers, although it is not typically done.
3. Click Create.
   An activation node is added to the canvas automatically, and an Activation details panel displays.
4. In Activation details, set the Activation type to Automatic.
5. Select an object type.
   The object type defines which type of data activates the playbook.
   If you select Data Table as the object type, you must also select a specific data table.
   For a description of each object type, see Incidents and objects.
6. Under Automatic activation, click Create condition.
   The Create condition page opens.
   1. Under Condition builder, enter one or more conditions, where the condition statement must be true to activate the playbook. For more information about conditions, see Setting conditions that activate a playbook.
      At least one condition is mandatory for automatic activation.
   2. When you are finished, click Done.
7. You can configure the playbook to automatically cancel a running instance upon specific conditions, as described in Cancelling a playbook automatically.