Using the Playbook Navigator

The Playbook Navigator allows you to search through the Playbook to access the steps you need quickly and easily. Select a Playbook. On the top right of the Playbooks screen is the Playbook Navigator icon. This will only appear if you disable the Playbook Simulator.

Once you click on the Playbook Navigator icon , the Playbook Navigator screen opens and shows you all the steps (actions and flows) in the Playbook. Click on the one you want to find quickly inside the Playbook.


In addition to the Search bar, you can also choose to filter the results using the Filter icon as follows:


Choose to filter from the following:

  • Integration name
  • Step Type (Action, Condition, Playbook Block)
  • Skip if failed (Skip step, Stop playbook)
  • Step Mode (Manual, Automatic)