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darkknight
darkknight
Expert ⭐️
September 19, 2018
New Idea

Playbooks: "Draft" and "Published" statuses for Playbooks

  • September 19, 2018
  • 9 replies
  • 99 views
Would be nice if you could create playbooks in a draft state, preventing them from being visible to end users until you're ready to "publish" it, but still editable/available to the rules engine and to those with Playbook create/edit/delete permissions.

      9 replies

      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      September 19, 2018
      Hi Jeff,

      We were thinking in terms of having Active and Inactive Status for Playbooks, which would solve the above use-case. We do have this in our roadmap.
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        July 24, 2019
        This would be FANTASTIC!

        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        September 19, 2019
        @hitesh_sharma_d90079 Where is this on the roadmap?

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          December 2, 2019

          @All, We have raised this priority and added to the product backlog. I will update you here once we push this to our release.

          You can expect this to be fixed in NXT. 

          Thanks for bringing this up and happy posting!

            sagan_sherlin
            sagan_sherlin
            Helper ⭐️⭐️
            January 21, 2020

            @All, We have raised this priority and added to the product backlog. I will update you here once we push this to our release.

            You can expect this to be fixed in NXT. 

            Thanks for bringing this up and happy posting!

             

            Hey @sai_ram - Would this also come out for none NXT users?  This would be wicked helpful in our world!  

            parimala_agnihotri
            Helper ⭐️
            May 24, 2021

            @sai_ram when is this slated for? Our team absolutely needs similar functions in playbooks

            1. Draft vs Published states
            2. Edit/Update/Delete permissions for Draft playbooks
            3. Edit/Update/Delete permissions for Published playbooks
              jean.nairon
              jean.nairon
              Expert ⭐️
              May 24, 2021

              Active and Inactive states would be helpful. I do agree with Jeff though that it would be even more helpful if there were other statuses that would align better to the lifecycle of a playbook. Inactive in my world could mean that we are creating the playbook or it could mean that we want to archive or bin it. It would be better I think if we could split those two up. Something like the following would work for me:

              • Draft (inactive)
              • Published (active)
              • Archived or Trashed (inactive)

               

              Jean
                sai_ram
                sai_ram
                Expert ⭐️⭐️
                May 25, 2021

                 

                @sai_ram when is this slated for? Our team absolutely needs similar functions in playbooks

                1. Draft vs Published states
                2. Edit/Update/Delete permissions for Draft playbooks
                3. Edit/Update/Delete permissions for Published playbooks

                 @aparimala and @jean.nairon sorry for inconvenience. Playbooks redesign is still in progress. 

                I will once again discuss with product team on this and get back to you. 

                sriram pasupathi
                sriram pasupathi
                Helper ⭐️⭐️
                May 28, 2021

                @aparimala Can you expand on what do you mean by edit/update/delete permissions? Currently, only admins can edit/update/delete playbooks.

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