Playbook

MReddy
Tera Contributor

‎07-06-2026 01:31 AM

i need to create playbook if security incident response record created  based on condition like have category is policy violation   i need to store in worknotes like kb article with the help of playbook , 

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glideFather
Tera Patron

‎07-06-2026 01:39 AM

ahoy @MReddy,

 

what have you tried so far? :))

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Tanushree Maiti
Tera Patron

‎07-06-2026 01:50 AM

Hi @MReddy 

 

Refer:

 

Security Incident Response (SIR) Implementation On Demand 

 Playbooks Advanced

The all-new Security Incident Response Workspace is now live on store!

QuickStart Guide and Implementation Resources for Security Incident Response and Related Application...

https://www.youtube.com/watch?v=FU04cqUXIko

https://www.youtube.com/watch?v=iIuMxOW1HcY

TechNow Ep 80 | Process Automation Designer/Playbook Part 1
TechNow Ep 80 | Process Automation Designer/Playbook Part 1
youtube.com/watch?v=FU04cqUXIko
Arriving in the Now Platform® Paris release, the new Process Automation Designer app empowers process owners to author cross-enterprise workflows and create a unified process. In addition, you can use Playbook to provide users with a simplified, task-oriented view of your process. Join the ...
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