Cancel a playbook

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Cancel a playbook to stop a business workflow when no longer valid.

    始める前に

    Role required: agent or pd_cancel

    If your playbook admin has added a cancel action to your playbook experience, you can typically find the cancel action under the playbook actions menu.

    注:
    Certain activities within a playbook cannot be canceled once they have started.

    手順

    1. Open a playbook in workspace.
    2. Click the ellipses action menu icon (Playbook action menu icon) in the playbook header.
    3. Click Cancel Playbook.
    4. Provide a reason for canceling the playbook.
      Cancel playbook through which you provide reason for cancellation
    5. Click Cancel Playbook.
      A canceled banner appears below the playbook header confirming that the playbook has been canceled.

      Canceled banner