Cancel a playbook

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Cancel a playbook to stop a business workflow when no longer valid.

    시작하기 전에

    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.

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

    프로시저

    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