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Contributor ⭐️⭐️
July 9, 2019

View when a Playbook has a rule associated with it in Cockpit

  • July 9, 2019
  • 6 replies
  • 57 views
We have a ton of old Playbooks and we'd like to do some cleanup. In Cockpit, is there a way to see if a Playbook is associated with an active rule?

    6 replies

    pele
    Helper ⭐️⭐️⭐️
    July 9, 2019
    In Cockpit you should be able to add a filter for "Call to Action>Source = Rules". Don't think there's a way to know if the rule that created the CTA is still active or not, though.

    sai_ram
    Expert ⭐️⭐️
    July 12, 2019
    Hi Ryan, valid use-case.

    If a palybook is used in a rule, how do you want to handle it? Do you want to replace with a new playbook or remove the palybook from the rule while deleting with a caution.

    @all, please hit like or follow to increase the priority of the road-map.

    Thanks for posting!

    sai_ram
    Expert ⭐️⭐️
    July 12, 2019
    Really intersting idea Pele, if you are manually able to identify the playbook applied based on the name / type of the CTA...this could give you a sense of what is being used.

    @ryanc does this work for you for now.

    sai_ram
    Expert ⭐️⭐️
    August 22, 2019
    @ryan did you get a chance to view the comments ?

    ryancapraAuthor
    Contributor ⭐️⭐️
    August 22, 2019
    We want to be able to delete old playbooks without worrying about them being assosciated with a rule. We'd also like to be able to identify the rule associated with a playbook more quickly in case we need to make adjustments to the rule, like segmenting to only a subset of customers and creating a new playbook for another subset of customers. I hope this helps!

    sai_ram
    Expert ⭐️⭐️
    March 30, 2020

    @ryancapra sorry for the delay here.Will update you here soon.