Create a Group

  1. Create or edit a playbook in Advanced Mode.

  2. On the icon bar, click Group and drag your cursor to select the steps for grouping.

While you drag, the steps will be highlighted with orange boxes as you select them.

If the selected steps qualify as a group, the group will be created successfully. If the selected steps don't qualify as a group, the playbook remains as-is. To know more about groups that don't qualify, see Group Characteristics.

If you switch to Easy Mode, the group is displayed in the designer, however, you must be in Advanced Mode to expand or deconstruct a group.


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