Administering Playbooks

Monitor and troubleshoot issues by reviewing playbook executions.

These modules are provided for admins to monitor and manage Playbooks.

Today's Executions

Displays a list of records for Playbooks runs today.
Active Processes

Displays a list of all active Playbooks.
30+ Day Processes

Displays a list of all active Playbooks that are 30 days or older.
Activity Definitions

View or create activities.
Asset Configuration

View or create automation assets like flows, subflows, and actions.
Trigger Definitions

View or create triggers.
Data Definitions

View or create data definitions. Data definitions are pieces of information that you only reuse in a specific playbook, and are stored in the sys_flow_data_definition table.
User access to Playbooks in Workflow Studio
Administrators can grant users access to Playbook by assigning delegated development permissions or directly assigning a user role. Administrators can also specify which features and content a user can access based on user roles.
Archive process contexts
Improve database query performance by archiving unneeded records for playbooks that are in a Complete, Error, or Cancelled state.
Create a Data Definition
Use data definitions to collect and use pieces of information later in a playbook.