Copy an automated playbook in Creator Studio

Duplicate an existing playbook and make small changes to it, which may be faster than creating an entirely new automated playbook.

Before you begin

Because playbooks are based on forms, you must publish a form (mark it as ready) before you use it to create a playbook. For more information, see Publish a form for your app in Creator Studio.

To copy a playbook, you must be given permission to work on the app.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the app with the playbook you want to copy.
3. Select the form that contains the automation that you want to copy.
4. Select the automation that you want to copy.
   Note:

   If your app has a lot of forms, you can use the search box in the navigation panel to search for a specific form.

   Figure 1. Select automation to copy

   

5. Select the more actions menu icon .
6. Select Duplicate.

   Figure 2. Copy a playbook

   

7. Choose the Duplicate button in the confirmation modal.

Result

The duplicated playbook opens, and appears in the navigation panel below the original playbook.