In the 5.1 release, we created the ability to create playbooks specifically for Relationship CTAs. Prior to this, playbooks could be used in standard and relationship CTAs. With this release, any new playbooks have an additional required field to tie it to the “Account” or “Relationship”, which tells you which CTA that playbook can be used on. Any playbook created prior to 5.1 will be tied to the Account level, which means they cannot be used in Relationships CTAs
Due to this change, you are now NOT able to use standard playbooks on Relationship CTAs (there will be nothing available in the dropdown on any NEW rule configuration, or manually created CTAs)
If you want to use a previously made playbook for Relationship CTAs, you will need to clone the playbook, rename it, and make sure it is a “Relationship” playbook
For any existing rules creating Relationship CTAs, we suggest that you create the new playbooks (as mentioned above) and reconfigure the rules to look at the new Relationship playbooks.
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