Copy an automated playbook in Creator Studio
Duplicate an existing playbook and make small changes to it, which may be faster than creating an entirely new automated playbook.
Antes de Iniciar
Because playbooks are based on forms, you should finish building out your app's forms before you start working on automation.Because playbooks are based on forms, you must publish a form (mark it as ready) before you use it to create a playbook. For more information, see Publish a form for your app in Creator Studio.
To copy a playbook, you must be given permission to work on the app.
Procedimento
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Select the automation that you want to copy.
Nota:If your app has a lot of forms, you can use the search box in the navigation panel to search for a specific form.
Figura 1. Select automation to copy -
Select the more actions menu icon (
).
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Select Duplicate.
Figura 2. Copy a playbook
Resultado
The duplicated playbook opens, and appears in the navigation panel below the original playbook.