Question

Do I need to activate the playbook?

  • 1 August 2022
  • 1 reply
  • 14 views
M
Rank

Hi community!

Hope you are doing well. 

 

I created a CTA which is connected to a playbook but I was wondering if I need to activate the playbook or if it activates automatically with the CTA. 

 

Thanks!

Appreciate your help!

1 reply

matthew_lind
Rank
Userlevel 7
Badge +8

@Melany You’ll need the Playbook to be in an Active state to be able to add it to a CTA. If the Playbook is Inactive, then the Playbook will not appear in the drop-down listing the Playbooks available. This applies in both the User-facing Cockpit areas, and also in the Rules Engine for CTA creation / update.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

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