Detail panels

Panels provide information about the playbook or a selected item.

The panel appears on the right side of the canvas and provides information about the selected item, as follows.
  • Playbook details. Click Details in the menu bar to display the following information about the playbook.
    • Name of the playbook (editable).
    • Description of the playbook (editable).
    • Status of the playbook.
    • Activation type, which determines how the playbook is activated.
    • Object type is the class of data that the playbook acts on.
    • Additional information includes who created and updated the playbook and when. The Revision # field can help you track changes to the playbook. By comparing the revision that is used by a running playbook to the latest version of the playbook, you might be able to troubleshoot issues more quickly. Some changes to a playbook might result in multiple increments to the playbook revision number. The API name is the same as the initial playbook name without spaces and is used to programmatically access the playbook.
  • Activation details. Click the activation node on the canvas, which is the start of the playbook, to display the following information:
    • Object type is the class of data that the playbook acts on.
    • Activation type. Use Automatic to have a condition you specify activate the playbook. Use Manual to have a user activate the playbook from the object’s Action menu. The object can be any object except email message.
    • One or more conditions that define how the playbook is activated.
  • Node details. Displays information specific to the selected node, which includes the node number. You can edit the information and create a duplicate of the node. The panel for functions also displays the input fields, input script if used, and output name.
  • Decision point details. Displays information specific to the selected decision point, which includes the incoming and outgoing paths.

The following graphic is an example of a Playbook details panel.

Playbook Details Screenshot

You can expand the panel by clicking the left arrow on the panel's left side, which is shown in the graphic.