Archive Old Playbooks
None
I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.
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I agree that this would be very helpful, especially as we're changing processes, it would be nice to keep some sort of version control.
Thanks for sharing this. When you mean archive, is it having the ability to make a playbook inactive (so that it is not available to for use anymore)?
Also, do you see this happening a lot / making lot of playbooks inactive? Since showing inactive playbooks as well might the screen cluttered
By version control, do you mean having multiple versions of the same playbook ? Or would having the ability to mark a playbook as inactive be sufficient?
Thanks for sharing this Trevor. Do you make playbooks inactive often / is that number high?
I don't want to lose the playbooks we have created in case we decide to 'resucitate' them and would have to create them from scratch again
We're thinking of creating a workaround using a New "PLaybook Archive" CTA type.... This is not very ideal of course... but there doesn't seem to be another way to hide/organize old playbooks
@All, We have raised this priority and added to product backlog. I will update you here once we push this to our release. You can expect this to be fixed in NXT.
Thanks for bringing this up and happy posting!
Will this also be fixed in SFDC? We have no plans to move to NXT for a while….
Hi Anna,
Unfortunately, the current plan is to ship this feature only in NXT.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.14 release. Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Gainsight now supports deprecating and making Playbooks inactive.
Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:
This feature is implemented in only the NXT version.
Thanks for posting!
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.14 release. Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Now Gainsight supports deprecating and making Playbooks inactive.
Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:
This feature is implemented in only the NXT version.
Thanks for posting!