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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
September 22, 2016
New Idea

Deactivate Playbooks

  • September 22, 2016
  • 15 replies
  • 239 views
Would be great if there was a way to deactivate a playbook. We're getting to the point where we need to do some clean up of our playbooks, and we don't want to delete them because a) we then lose reporting on them and b) we might need them again. Would like to be able to move them to an inactive state where they would still be there, but they wouldn't show up in the list when selecting one for a CTA, etc.

    15 replies

    nitisha_rathi
    Expert ⭐️⭐️
    September 22, 2016
    Hi Heather,

    Interesting idea. We will definitely look into it.

    Thanks,
    Nitisha
    reneehouse
    Contributor ⭐️⭐️⭐️⭐️⭐️
    October 28, 2016
    +1
    Renee House
    trevor_shand
    Helper ⭐️
    December 21, 2016
    This!!!!
    darkknight
    Expert ⭐️
    December 22, 2016
    Yes we have just documented ours in a Google doc for posterity and then deleted the Playbook. This would be a nice addition.
    Jeff Kirkpatrick
    paloma_scheck
    Contributor ⭐️
    April 7, 2017
    Needed
    emily_daikoku
    Contributor ⭐️
    January 29, 2018
    Will this be happening any time soon?
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 13, 2018
    Doing some more playbook clean up, and this as well as Deactivating Playbooks are on my mind again.  Just wanted to put this back on the radar.
    bill_davis
    Contributor ⭐️⭐️⭐️
    September 23, 2018
    I am deleting all of our Playbooks as part of CTA's as we have found them to be too cumbersome.  Sadly, we have to build each task to build a CTA new, and then delete the old, since one a CTA is created and assigned a playbook you do not have the ability to Delete the Playbook from the Rules Engine.

    faust_belarmino
    Helper ⭐️⭐️
    September 23, 2019
    YES - THIS IS A BIG NEED. We have so many playbooks!!!

    sai_ram
    Expert ⭐️⭐️
    September 24, 2019
    @All, Yep, maintaining too many playbooks is really a cumbersome task. Making playbooks inactive is in our near term-road map.

    I will post the good news here soon.