Creating a manually activated playbook
A user activates a manually activated playbook by selecting it from an object's Action menu, as opposed to an automatic playbook that activates without user intervention when one or more pre-defined conditions occur.
Before you create the playbook, decide how the playbook activates. You have the following
options. You can choose one, both, or none of the options:
- Activation form. Create a form when you choose to have the user who selects the playbook to enter data before the playbook is activated. You define one or more fields and their values.
- Conditions. Create those conditions that when met display the playbook in an incident's Action menu. To have the playbook appear in the Action menu of every incident with a compatible object type, do not enter any condition.
To access the Playbook designer, click Playbooks in the menu bar. The initial page provides a list of all the playbooks and their status.
Go to Building the playbook to add the customizations and decision points to the canvas.