Delete a playbook in Creator Studio
Delete a playbook to remove it from the app completely.
Before you begin
To delete a playbook, you must be given permission to work on the app.
Procedure
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Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit
the application experience.
Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:
- Portal (see a preview of how it'll appear on a desktop website)
- Now Mobile (see a preview of how it'll appear on a mobile phone or device)
- Virtual agent (see a representation of how it'll appear on a chatbot interface) Note:Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.
The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.
Figure 1. Preview the app's experience You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).
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Check that you're deleting the correct playbook in your app by selecting it from the Automations tab.
Figure 2. Select automation -
Select the more actions icon (
).
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Select Delete.
Figure 3. Delete menu option