Create a nestable child playbook

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Nest a child playbook within a parent playbook to organize your processes. Creating child playbooks that can be used in other parent playbooks enables you to define sets of activities that can be re-used across multiple playbooks to avoid duplication.

    Before you begin

    Role required: admin, playbook.admin, or playbook.write

    About this task

    The child playbook must be activated to display as an option for selection in the parent playbook. After the child playbook is created, you must define at least one launch playbook permission for the child playbook to be activated.

    To define a launch playbook permission for the child playbook:
    1. Select the Start node in the diagram view of the playbook or open the Process Properties from the overflow menu.
    2. Select Runtime Permissions > Add a Permission Set.
    3. Define some permission criteria and then select the Trigger on-demand check box.
    4. Select Save.

    Procedure

    1. Navigate to All > Workflow Studio.
    2. In the workspace window, select New > Playbook.
    3. In the New Playbook window:
      1. Make sure that Standard playbook is selected as the Type.
      2. Enter a Playbook name.
      3. Enter a Description that helps you identify the playbook.
      4. Select an Application scope.
      5. Select Standalone for the Execution type:

        Playbook user interface that shows how to select the Standalone option.

        When you select Standalone, the option Allow this playbook to be nest-able in another playbook automatically appears and is selected.

      6. Select Build playbook.
    4. In the Diagram view of the playbook you just created, select the plus sign between Start and End, and then select Create a stage to put your activities in.
    5. Define the stage properties in the panel.
    6. In the window, select Activate.
    7. Select Save and close.
      For more information about creating a playbook, see Create a playbook.

    What to do next

    After you have successfully built the nestable child playbook and activated it, build the parent playbook to host the nestable child playbook. See Create a parent playbook to host a nestable child playbook.