What's on the Playbooks screen?

A playbook is built on triggers and actions/flows. Once it is triggered, the playbook moves along the actions to a final resolution.  The flow of control executes from left to right beginning with a defined trigger (yellow box) as the first component, which is mandatory. It then moves to the second component that can be a set of defined actions the playbook must perform (blue box). The last component involves determining the flow of the playbook with an "If then… or else" condition (purple box). 

To open Playbooks, in the left navigation, navigate to Response > Playbooks. The Playbooks screen displays.

The following actions are available at the top left of the Playbooks screen. Let's take a look at them from right to left.

  • Plus addicon : Add a new Playbook or Block. Here you can choose which folder and which environment the Playbook/Block belongs to.
  • Edit multipleselecticon : Allows you to select single or multiple Playbooks and Blocks for use with the Action menu detailed below. Note that to edit the folder name, you need to click on the Edit icon, and put your mouse on the name, click and then type new name. After you click Edit, you can delete Playbooks.
  • Filter filtericon : Clicking on the Filter opens up the following dialog box where you can choose to filter the display based on:
    • Playbook Simulator On/Off
    • Active/Inactive Playbooks – also referred to as Enabled/Disabled
    • Priority Level - (this determines the attachment order of Playbooks for the alert. Only one Playbook can be attached automatically and it works according to priority order.)
    • Environments (multi-select option)
  • Menu menuicon : Before clicking on the menu to perform bulk actions, make sure to click Edit and select the required Playbooks/Blocks. Clicking on the Menu opens up the following actions:
    • New Folder: Adds new Playbooks folder
    • Duplicate Click to create a duplicate Playbook with the following options:
      • Keep or Change Priority
      • Keep in same folder or move to a different folder
      • Choose environments it belongs to. Options include single or multiple environments or all environments where "all" means all currently defined environments as well as environments that will be defined in the future.
    • Export/Import: Useful for sending both Playbooks and Playbook blocks from staging to production server and vice versa. The Playbooks will be exported/imported with their customized Views attached. Note that the system only recognizes zip files for import. 
    • Move To: Can move Playbooks/Blocks to another folder or even create a new folder from this option. 
    • Delete: Delete Playbooks/Blocks

Top Bar of Playbook Designer


At the top segment of the playbook designer pane, you can use the horizontal toggling button to enable or disable the playbook. In addition, you can view a summary of the playbook that includes the playbook name, name of the user who created the playbook, playbook creation timestamp, name of the environment for which the playbook was created and a brief description of the playbook. You can also enable the Simulator and add a customized view from the top bar.

The following actions are available directly under the top bar:

Icon Description
Open Step Selection opens a side drawer with available Triggers, Actions, Flow, and Blocks.
Fit to screen automatically resizes the playbook so that it is displayed in its entirety on the screen.
Reverts the playbook to its default arrangement.
Zoom in to one or multiple steps in the Playbook.
Allows you to download the Playbook as a PNG file.
Undo any changes that you have made.
Redo any changes that you have previously undone.
Playbook monitoring displays the individual playbooks statistics.
Playbook Navigator displays all the actions and flows in a playbook.

For more information, refer to:

Define Customized Alert Views from Playbook Designer

Working with Playbook Simulator

Understanding Playbook Monitoring

Using Playbook Navigator