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Playbooks come with certain settings that are used within their lifecycle. The settings can be modified either via the playbook editor as well as the playbook management system.

Available Settings

The table below summarises the available settings for playbooks. Additionally it states from which part of the platform - editor or playbook management system (PMS) - each setting can be modified from

Modifying via the Playbook Management System

  1. For the playbook you want to modify the settings for, hover over and open the action menu
    • Click on the triple dot icon on the hover panel that appears
  2. Go the Playbook Settings menu and select the setting you want to modify
Pb Settings Modify Pms

Modifying via the Playbook Editor

  1. From the top bar, open the Playbook Settings drawer
    • Click on the Playbook Settings icon
Pb Settings Editor
  1. From the settings drawer that appears, modify the setting you want
Pb Settings Drawer