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!
Solved
If I delete a Playbook that has been used previously, will it impact existing or closed CTAs?
+4Best 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'.
View originalIf 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'.
Jeff Kirkpatrick
+1Once 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'.
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'.
+4Thanks Sidhu!
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.