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Deactivate Playbooks

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bradley
  • bradley
    bradley
heather_hansen
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
    • nitisha_rathi
    • Expert ⭐️
    • 1134 replies
    • September 22, 2016
    Hi Heather,

    Interesting idea. We will definitely look into it.

    Thanks,
    Nitisha
    reneehouse
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    • reneehouse
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 94 replies
    • October 28, 2016
    +1
    Renee House
    trevor_shand
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    • trevor_shand
    • Helper ⭐️
    • 42 replies
    • December 21, 2016
    This!!!!
    darkknight
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    • darkknight
    • Expert ⭐️
    • 1980 replies
    • 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
    faust_belarmino
    1 person likes this
    • faust_belarmino
      faust_belarmino
    paloma_scheck
    • paloma_scheck
    • Contributor ⭐️
    • 2 replies
    • April 7, 2017
    Needed
    emily_daikoku
    • emily_daikoku
    • Contributor ⭐️
    • 2 replies
    • January 29, 2018
    Will this be happening any time soon?
    heather_hansen
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    • heather_hansen
    • Author
    • VIP ⭐️⭐️⭐️⭐️⭐️
    • 955 replies
    • 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.
    darkknight
    dave_wu_74b11e
    dan_384c0e
    4 people like this
    • darkknight
      darkknight
    • dave_wu_74b11e
      dave_wu_74b11e
    • dan_384c0e
      dan_384c0e
    • A
      ana_g
    bill_davis
    • bill_davis
    • Contributor ⭐️⭐️⭐️
    • 22 replies
    • 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
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    • faust_belarmino
    • Helper ⭐️⭐️
    • 224 replies
    • September 23, 2019
    YES - THIS IS A BIG NEED. We have so many playbooks!!!

    sai_ram
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    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • 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.

    faust_belarmino
    heather_hansen
    N
    4 people like this
    • faust_belarmino
      faust_belarmino
    • heather_hansen
      heather_hansen
    • N
      Niki McKee
    • B
      Bhavin Dharod
    faust_belarmino
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    • faust_belarmino
    • Helper ⭐️⭐️
    • 224 replies
    • September 24, 2019
    ooo!! I always LOVE good news! 😃 Thanks @sai_ram_pulluri

    FYI @aushel

    B
    • Bhavin Dharod
    • Contributor ⭐️
    • 1 reply
    • April 28, 2021

    Any update on this @sai_ram ?

    A
    1 person likes this
    • A
      ana_g
    sriram pasupathi

    We will consider this as a part of the playbook revamp that is being tentatively planned to be delivered in next two quarters. Thanks.

    sai_ram
    A
    2 people like this
    • sai_ram
      sai_ram
    • A
      ana_g
    narayanan_s
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    • narayanan_s
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 61 replies
    • September 17, 2021

    Hi @sriram pasupathi , Playbook deactivation introduced in NXT instance but not into SFDC edition or am i missing. Any update what’s current for both tenants?

    @Cornelia @sai_ram 

    Narayan
    sriram pasupathi

    @narayanan_s That’s correct. We currently have the ability to make playbook inactive in NXT edition but not SFDC edition. We don’t have plans to have this in SFDC edition.

    Reply


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