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darkknight
darkknight
Expert ⭐️
March 17, 2016
Solved

If I delete a Playbook that has been used previously, will it impact existing or closed CTAs?

  • March 17, 2016
  • 2 replies
  • 114 views
We reviewing and revising our Phase 1 playbooks and find that some need to be retired.  If I remove a playbook that has previously been used (both open and closed) will those CTAs to which this playbook was attached be impacted?

I tested this in our Sandbox and it seems as if the CTA remains intact, despite removing the playbook, but I'd like to get confirmation from either product management or someone else who has encountered this before.

Many thanks!
    Best answer by sidhu
    Once a playbook is applied to a CTA and the tasks are created then these tasks are delinked from any further updates being made on the playbook like adding/deleting/updating tasks or even deleting it.

    If you apply a playbook to a CTA and then delete the playbook, the tasks will still be there. It does not matter if the CTA or tasks are either open or closed. One change you would notice on the CTAs is that the 'Replace Playbook' option changes to 'Apply Playbook'.

    2 replies

    sidhu
    Gainsight Employee ⭐️
    sidhuAnswer
    Gainsight Employee ⭐️
    March 22, 2016
    Once a playbook is applied to a CTA and the tasks are created then these tasks are delinked from any further updates being made on the playbook like adding/deleting/updating tasks or even deleting it.

    If you apply a playbook to a CTA and then delete the playbook, the tasks will still be there. It does not matter if the CTA or tasks are either open or closed. One change you would notice on the CTAs is that the 'Replace Playbook' option changes to 'Apply Playbook'.
      darkknight
      darkknightAuthor
      Expert ⭐️
      March 22, 2016
      Thanks Sidhu!
      Jeff Kirkpatrick
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