Is there a way to export playbooks?

Forum|Forum|11 years ago
July 24, 2015
30 replies
535 views

Looking to export the playlist so I can review with my manager and we can finalize on what tasks we want associated with each playbook. Would be nice to have a paper copy, for review.
Thanks!

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darkknight

Expert ⭐️

@Nitisha - so you're saying if a person only has Create permissions, they can only view the playbooks/tasks? They cannot create them? That seems incorrect or not a very intuitive design.

@Karen we can test this internally.

Jeff Kirkpatrick

darkknight

Expert ⭐️

@Nitisha I probably misunderstood you and you misunderstood Karen.

Our CSMs can already view the Playbooks and see the tasks themselves...but we want the CSMs to be able to view the task details (i.e. Description). We put information in the Description including links to resources, etc. CSMs cannot see those unless we give them Edit access which we do not want to do.

An enhancement request would be to either provide a "View only" option so that CSMs can open the tasks up and see those details OR provide a way for us to export these into a format that is consumable by users without those permissions.

Ideally both would be possible.

Jeff Kirkpatrick

cmultanen

Helper ⭐️

+1, it would be helpful if there was an easy way to export all playbooks and associated tasks for audit purposes.

sai_ram

Expert ⭐️⭐️

@cmultanen completely agree with you and thanks for bumping this up. Let me check if there are any possibilities.

sriram pasupathi

Helper ⭐️⭐️

@cmultanen We don’t have this planned in the immediate roadmap but would like understand further. Would a tabular list view with the playbook and the corresponding tasks (with task details) work as a solution for audit? Would you still need an export if you can view this data within gainsight only?