Copy an automated playbook in Creator Studio
Duplicate an existing playbook and make small changes to it, which may be faster than creating an entirely new automated playbook.
Before you begin
Because playbooks are based on forms, you should finish building out your app's forms before you start working on automation.
To copy 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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Select the playbook that you want to copy from the Automations tab.
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Select the more actions menu icon (
).
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Select Duplicate.
Figure 2. Copy a playbook