Decision-making
The playbook is the basis of your decision-making process. Based on the input, a playbook determines which process to implement, including which tasks to bring into the incident.
There are two methods to create your playbook, the Playbook designer tool or rules and workflow, which are further described in Playbooks.
- Set the conditions that launch the playbook; for example, an incident is created.
- Determine which tasks are assigned and at what point in the process.
- Add Python scripts to customize incidents, retrieve information on incidents and other object types, and add objects, such as tasks notes, and a row in a data table. A script can only modify or act on the object that triggered the script’s rule or its parent object.
- Add apps in the form of functions to process data and return the results.
Rules and workflows together provide a similar decision-making process with more flexibility. For example, rules allow you to define more advanced conditions and display an action in a designated object’s Actions drop-down list, which the user can select as needed.
Ideally, you should design your playbook using Playbook designer when possible, and use rules and workflows to address use cases not supported by the Playbook designer.