Playbooks

Playbook is a Template of rules/actions performed by a workflow, i.e. add a user, give access to the user etc. The playbooks tab displays the list of all playbooks currently being saved by your organization in the Zluri Dashboard. Playbooks come with two tags : 


1. Published - All actions are set up, and the Playbook is ready to be used.

2. Setup Required - All actions are not set up, and the playbook can’t be used. 



In the playbook list, you can perform the following actions:


Summary of Playbook: You can view the summary of the playbook - All apps and actions in the Playbook by clicking on it; this can be useful if you just want to check if everything is ready and set up and ready to be used.



Edit playbook: You can use the edit playbook button for Playbooks with the “Setup Required” tag. These playbooks can only be edited and not be used just yet. Then, you can create or edit actions under each playbook.




Run a Playbook: You can use a Published playbook by clicking on the Run a Playbook button for the playbook and selecting users, and following the prompt to run the Playbook.



Delete Playbook: You can delete an existing playbook by clicking on the Three dots and afterwards by clicking on “Delete Playbook”.


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Playbooks

Modified on Sat, 31 Dec 2022 at 05:40 PM

Playbook is a Template of rules/actions performed by a workflow, i.e. add a user, give access to the user etc. The playbooks tab displays the list of all playbooks currently being saved by your organization in the Zluri Dashboard. Playbooks come with two tags : 


1. Published - All actions are set up, and the Playbook is ready to be used.

2. Setup Required - All actions are not set up, and the playbook can’t be used. 



In the playbook list, you can perform the following actions:


Summary of Playbook: You can view the summary of the playbook - All apps and actions in the Playbook by clicking on it; this can be useful if you just want to check if everything is ready and set up and ready to be used.



Edit playbook: You can use the edit playbook button for Playbooks with the “Setup Required” tag. These playbooks can only be edited and not be used just yet. Then, you can create or edit actions under each playbook.




Run a Playbook: You can use a Published playbook by clicking on the Run a Playbook button for the playbook and selecting users, and following the prompt to run the Playbook.



Delete Playbook: You can delete an existing playbook by clicking on the Three dots and afterwards by clicking on “Delete Playbook”.


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