The Playbook Navigator allows you to search through the Playbook to access the steps you need quickly and easily.
On the top right of the screen is the Playbook Navigator icon.

Once you click on this, the Playbook Navigator screen opens and shows you all the steps (actions and flows) in the Playbook. Click on the one you want to find it quickly inside the Playbook.

In addition to the Search bar, you can also choose to filter the results using the Filter icon as follows:

Choose to filter from the following:

  • Integration name
  • Step Type (Action, Condition, Playbook Block)
  • Skip if failed (Skip step, Stop playbook)
  • Step Mode (Manual, Automatic)
  • Success Rate (x% out of x% – so for example – if you wanted to show just the steps that failed you would write 0% out of 100%

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