Manage bulk actions and filters in playbooks

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This document explains how to use bulk actions to perform simultaneous tasks on multiple playbooks and playbook blocks, boosting your productivity.

The following actions are available on the Playbooks page:

  • Add New Playbook or Block: Selects the folder and environment to which the playbook or playbook block belongs.
  • Edit: Selects single or multiple playbooks and blocks for use with the action menu.
  • Open Filter: Opens the Playbooks Filters dialog where you can choose to filter the display based on: 
    • Playbook simulator is on or off
    • Active/inactive playbooks, also referred to as Enabled/Disabled
    • Priority level
    • Environments (multi-select option)
  • Menu: Displays the following actions. Before you click this menu, click edit Edit and select the required playbooks or playbook blocks.
    • New Folder: Adds a new folder. To edit the folder name, click edit Edit, click New Folder, enter the new name, and then click Up arrow. 
    • Duplicate: Creates a duplicate playbook with the following options:
      • Keep or Change Priority: Keeps the original priority value, or changes to a different priority
      • Keep in same folder or move to a different folder
      • Choose environments it belongs to: options include single, multiple, or all environments, where all refers to both current and future-defined environments.
    • Change priority: Changes the priority value.
    • Export/Import: Sends both playbooks and playbook blocks from staging to a production server and the other way around. Playbooks are exported with views. The system only recognizes ZIP files for import. 
    • Move To: Moves playbooks and playbook blocks to another folder or create a new folder from this option.
    • Delete: Deletes playbooks or playbook blocks.
  • Show All: Shows playbooks or playbook blocks, or both in the queue.

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