Playbook Groups

If you have a large playbook with many steps, it can be difficult to manage the playbook and retain a clear sense of what each part of the playbook is accomplishing. That's where groups come in. You can combine multiple steps into a group, which is then represented in the playbook as a single entity.
By creating groups, you can focus on the areas of current interest and see their relationship to the overall playbook.

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This feature is supported only in Advanced Mode.

The following example contains case management-related steps that are grouped together. The grouped entity is called createCase. To know more about grouping, see how to create a group.


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