Sometimes, Global Playbooks do relate to the majority of Relationships (in our case Product lines), but not to a couple specific ones. To avoid clutter of Playbooks when creating CTA's for these Relationships, it would be great if we could mark Global Playbooks that are not relevant to a couple of Relationships as inactive for these Relationships.
Mark Global Playbooks inactive for specific Relationships
None
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In my opinion, the current situation is more confusing for end-users as they have to choose playbooks from a long list of which quite some are not relevant for the current Relationship type (but as they are useful for multiple, they were created on the global level to avoid the need to duplicate them on multiple Relationship types).
I don't really see the big overhead for an admin, as it would only be setting a switch for the Relationships that don't need the Playbook.
To have this experience, you have to be in NXT edition and enable horizon experience in Cockpit settings.
Hi@sai_ram and @sriram pasupathi
I did see the comment. We did not switch to Cockpit on Horizon Experience yet, as there was still a loophole with tasks on CTA's you do not own, not appearing in My Work. I saw there was a workaround, but did not like it so we are waiting for this to be fixed properly (based on a discussion with our CSM).
Regardless, if I look at the picture, it seems like there could still be a very long list of useless Playbooks in our setup, so my feature suggestion still stands.
Hi@sriram pasupathi
I just updated Cockpit to the new Horizon Experience. The first feedback from CSM's is very good; it looks a lot more structured and it's easier to find the information they need.
With respect to the Playbooks: I must say that this is already a nice improvement indeed. Even though the first 4 are not applicable to this Relationship type, it's easier to select the ones that are (and definitely when we keep the naming conventions in order). Being able to de-activate the top 4 for this Relationship type would still be a nice to have, but is not necessarily a very high value add anymore in the new design.