Create a playbook variant

Create variations of a playbook for different use cases.

Before you begin

Role required: admin or playbook.admin

Procedure

1. Navigate to All > Workflow Studio.
2. Open the playbook that you want to create variant for.
3. Select the variant icon () to open the variant panel on the left.
4. Select Add a variant.
5. Fill in the following fields.

   Option	Description
   Variant name	Enter a unique, user-facing name for your playbook variant. This name appears to agents and fulfillers when this variant runs.
   Conditions	In the condition builder, select or enter a field, operator, and value. Note: To learn more about condition builders, see Condition builder. Add more conditions for this variant to run, as needed.

   In this example, we want to create different versions of a base recruitment process playbook for individual contributors (IC) and managers. In the condition builder, we indicate whether the variant is for management roles or not.

   Figure 1. IC variant

   
   
   

   Figure 2. Manager variant

   

6. Select Create variant.
   You have two new variants of the base recruitment playbook, one for ICs and one for managers.
   
   The color of the canvas border corresponds to the color of the variant that is open.

   Important:

   The order of your variants is important. Variants are evaluated in the order that they are listed in the panel, from top to bottom. To learn more about reordering your variants, see Re-order playbook variants.
7. As you make changes to your variants, make sure all activity properties are still configured as needed.
   Override properties for an activity if they should be different from the parent playbook.
   
   Activities that are the same as in a parent playbook are grayed out. If you change or add an activity, it is shown in full color.

   Note:

   For more general guidelines, see General Guidelines.
8. Optional: Add a child variant to a variant.
   1. Note:

      You can nest child variants up to 6 levels.
      Hover over the variant in the variant panel, and select the kebab menu to open the action menu.
   2. Select Add child variant.
   3. Fill in the following fields.

      Field	Description
      Variant name	Enter a unique, user-facing name for your playbook variant. This name appears to agents and fulfillers when this variant runs.
      Conditions	In the condition builder, select or enter a field, operator, and value. To learn more about condition builders, see Condition builder. Add more conditions for this variant to run, as needed. Note: Child variants automatically inherit the conditions of the parent variant.

      In this example, we want to create a child variant of the Manager variant for recruiting senior managers and above. We add an extra condition to specify that this particular Manager child variant runs for levels M4 to M6 manager roles.
      
      
9. Optional: Follow step 8 to add a variant at the same level as another variant (a sibling variant), but choose the Add sibling variant option instead.
   
   
10. Optional: Edit a playbook variant's conditions.
    1. Hover over the variant in the variant panel, and select the kebab menu to open the action menu.
    2. Select Edit properties.
11. Optional: To save a variant as a favorite, see Save a playbook variant as a favorite.

What to do next

Set variant evaluation point