Administering Playbooks

Monitor and troubleshoot issues by reviewing playbook executions.

These modules are provided for admins to monitor and manage Playbooks.

• Today’s Executions

  Displays a list of records for Playbooks runs today.

• Active Processes

  Displays a list of all active Playbooks.

• 30+ Day Processes

  Displays a list of all active Playbooks that are 30 days or older.

• Activity Definitions

  View or create activities.

• Asset Configuration

  View or create automation assets like flows, subflows, and actions.

• Trigger Definitions

  View or create triggers.

• Data Definitions

  View or create data definitions. Data definitions are pieces of information that you only reuse in a specific playbook, and are stored in the sys_flow_data_definition table.

• User access to Playbooks in Workflow Studio
  Administrators can grant users access to Playbook by assigning delegated development permissions or directly assigning a user role. Administrators can also specify which features and content a user can access based on user roles.

• Archive process contexts
  Improve database query performance by archiving unneeded records for playbooks that are in a Complete, Error, or Cancelled state.

• Create a Data Definition
  Use data definitions to collect and use pieces of information later in a playbook.

Parent Topic:Configuring Playbooks