Add a playbook

Add a playbook to a record in agent workspace.

Before you begin

Role required: agent

About this task

A playbook can be added to a record with no playbook or a record with existing playbooks. The example below shows how a playbook can be added to a record using an Add Playbook button.

Procedure

1. Open a record.
2. Select the Add Playbook drop down.
3. Select the playbook you would like to add to the record.

Result

The Playbook tab displays when the playbook was successfully added.