Is there a way to export playbooks?
None
Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook. Would be nice to have a paper copy, for review.
Thanks!
Thanks!
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I'd recommend starting with the following columns in your "Playbook Task" report: playbook id name, subject, description, display order, due date source name (which will be really important after the new capabilities coming in the January release!), delta days, priority, status, and then optionally 'skip option name' and 'has dynamic owner'. Feel free to explore other fields but I think these are some of the most important ones for your analysis.
We are releasing v1 of 'Configuration Snapshot' in November. It doesn't include Playbooks, though, just object configuration and rules for now.
You can use Playbook Permissions for it. In Administration > Playbook Permissions, add the users and give them the access as per your process.
If a user does not have all create/edit/delete permissions then she will be able to only read the playbooks and tasks.
Thanks,
Nitisha
@Karen we can test this internally.
Our CSMs can already view the Playbooks and see the tasks themselves...but we want the CSMs to be able to view the task details (i.e. Description). We put information in the Description including links to resources, etc. CSMs cannot see those unless we give them Edit access which we do not want to do.
An enhancement request would be to either provide a "View only" option so that CSMs can open the tasks up and see those details OR provide a way for us to export these into a format that is consumable by users without those permissions.
Ideally both would be possible.
+1, it would be helpful if there was an easy way to export all playbooks and associated tasks for audit purposes.