Cancel a playbook

Cancel a playbook to stop a business workflow when no longer valid.

Before you begin

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.

Note:

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

Procedure

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