What's on the Playbooks page?

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A playbook is built on triggers, actions, and 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-else condition (purple box).

To open the Playbooks page, navigate to Response > Playbooks. The Playbooks page displays.

The following actions are available:

  • Plus addicon : Add a new playbook or block. You can select the folder and the environment or environment group for the playbook or block. You can select one or multiple environments and environment groups, or a combination of both. Even if a playbook is associated with a specific environment group, the associated environment group's scope can still be changed and the playbook's scope will automatically update to match the new environment group scope.
  • Edit multipleselecticon : Lets you select single or multiple playbooks and blocks for use with the Actions menu. To edit the folder name, you need to click the edit icon, and put your mouse on the name, click and then type new name. After you click the edit icon, you can delete playbooks.
  • Filter filtericon : Click filter_alt Filter to filter the display based on the following criteria:
    • Playbook simulator is on toggle
    • Show Active Playbooks toggle
    • Priority: 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 for environments and environment groups)
  • Menu menuicon : Before you click this icon, click edit Edit and select the required playbooks or blocks. Perform bulk actions as follows:
    • New Folder: Adds new playbooks folder; the playbook automatically inherits any changes made to its associated environment groups. Playbooks associated with environment groups can be applied to cases originating from any environment within those groups.
    • 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 or environment groups it belongs to. Options include one or multiple environments, or All Environments, which refers to all currently defined environments and environment groups, including any that will be defined later.
    • Export and Import: Useful for sending both playbooks and playbook blocks from staging to production server and the other way around. The playbooks are exported or imported with their customized views attached. The system only recognizes zip files for import. 
    • Move to: Can move playbooks and blocks to another folder or even create a new folder from this option. 
    • Delete: Delete playbooks and blocks; you can delete the environment group and it won't delete the individual associated environments. If the environment group being deleted is the only one associated with a playbook, the playbook is also deleted.

Top Bar of Playbook Designer

topbarplaybook

At the top segment of the playbook designer pane, you can use the horizontal toggling button to enable or disable the playbook. Additionally, you can view a summary of the playbook, including the playbook name, creator's name, creation timestamp, associated environment or environment groups, and a brief description. 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
openstepicon
Open Step Selection opens a side drawer with available Triggers, Actions, Flow, and Blocks.
fittoscreenicon
Fit to screen automatically resizes the playbook so that it is displayed in its entirety on the screen.
rearrangeicon
Reverts the playbook to its default arrangement.
zoomicon
Zoom in to one or multiple steps in the playbook.
downloadpngicon
Lets you download the playbook as a PNG file.
undoicon
Undo any changes that you have made.
redoicon
Redo any changes that you have previously undone.
playbookmonitoringicon
Playbook monitoring displays the individual playbooks statistics.
navigatoricon
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