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On this page

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Overview

The Playbook Editor view allows you to view, edit, create, import, export and share playbooks.

It consists of four main parts:

1. The action bar that includes key actions like commenting, sharing, executing, validating and saving a playbook.
2. The canvas area where the steps and connections among steps are visualised.
3. The node panel that allows you to select and drag a step to the canvas area.
4. The control buttons panel that provide the functionality to fit view, align nodes, zoom in and out as well as pasting.

Creating a step

1. Drag and drop a step from the node panel to the canvas area.
   • The step properties drawer panel will automatically appear on the right side of your screen.

1. Edit the step properties.
   • Fill in properties with the desired information.
   • Mandatory fields are marked with an asterisk (*).
   • Properties are automatically saved.

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Note: Playbooks can only have one start step. Once a start step is created, the Start Step option will be disabled from the node panel.

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Connecting steps

Once you have created a step, you can connect it to other steps. Different step types have different connection options:

• Start and playbook action steps have only on completion connections.
• End step has no connection options.