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New Idea

Allow editing of Description on a cloned playbook in new playbook builder

Related products:CS Cockpit & Playbooks
  • October 19, 2023
  • 1 reply
  • 30 views

sarahmiracle

In the new playbook builder, when you clone a playbook, you can’t edit the Description. It retains the text from the source playbook and is a grayed out box that is uneditable at point of cloning.

To edit the Description of a cloned playbook, the resulting flow is:

  1. Clone your playbook, rename it, set the CTA Type
  2. Save your cloned playbook
  3. Find it in the list,
  4. Click the three dots
  5. Edit
  6. Then you can update the description
  7. Save again

Yikes 😬 can we have the Description editable at point of cloning?

1 reply

romihache
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  • 425 replies
  • May 30, 2024

I was going to submit an idea but found this one!

Also when you clone, you are kicked out to the “default page”, missing the filters that you had applied (behaviour that also happens when you land on the playbooks page, called out by Heather in this other idea).

 


 


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