Cancel a playbook

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Cancel a playbook to stop a business workflow when no longer valid.

    Avant de commencer

    Role required: agent or pd_cancel

    If your playbook admin has added a cancel action to your playbook experience, you can typically find the cancel action under the playbook actions menu.

    Remarque :
    Certain activities within a playbook cannot be canceled once they have started.

    Procédure

    1. Open a playbook in workspace.
    2. Click the ellipses action menu icon (Playbook action menu icon) in the playbook header.
    3. Click Cancel Playbook.
    4. Provide a reason for canceling the playbook.
      Cancel playbook through which you provide reason for cancellation
    5. Click Cancel Playbook.
      A canceled banner appears below the playbook header confirming that the playbook has been canceled.

      Canceled banner