Building the playbook

Building the playbook consists of determining the activities, the flow, and the conditions that determine which flow to take.

1. Before you add a customization or decision point from the library to the canvas, review the following behaviors.
   • You can add a customization or decision point to the canvas by dragging it or clicking the + icon.
   • When you click a specific customization or decision point in the library, a Details panel displays information about the item. You can edit a task, script, and sub-playbook directly in the library by clicking it then clicking the edit icon in its Details panel. However, any changes you make affects that customization for all libraries.
   • Within the library, you can choose an existing customization or create a new one as needed.
   • When you add a customization or decision point to the canvas, it becomes unique node with its own panel that you can use to configure the node. Any changes that you make to a node affects that node only. You can add the same item from the library multiple times to a canvas, where each node is unique and can be edited separately.
   • You can duplicate a node as needed.
2. To add tasks, see Changed in 51.0.5.0 Manage incidents tasks.
3. To add functions, see Functions in a playbook.
4. To add scripts, see Building playbook scripts.
5. To add sub-playbooks, see Sub-playbooks.
6. Click the Decision Points icon in the library and drag the ones that you need onto the canvas.
   • Condition point. Applies Boolean logic to incoming data where the result determines which outgoing path or paths are activated. For more information, see Changed in 51.0.3.0 Playbook decisions and condition points.
   • Wait point. Proceeds to the next step in the playbook when all incoming nodes complete their processes. As an example, you have three tasks that must be completed before you start a function. The output of those tasks would connect to a Wait point and its output would connect to the function. For more information, see Wait points.
   • End point. Ends a path. A playbook can have multiple end points. For more information, see End points.
7. Connect the nodes by hovering over a node to display its outgoing paths as blue dots. Click a blue dot and drag it to the node. The outgoing path of the first node is connected to the incoming path of the second node.
   To delete a node or path, right-click it and select Remove or select it then press your delete key.
8. Click Save or Save - edited in the menu bar to save your work.