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.


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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