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Introduction

Playbook Groups will retain a clear sense by giving an option to combine multiple and/or clusters of playbook steps into a single group and can be represented as a single entity in the playbook.
Creating Groups will let you focus on the areas of current interest and see their relationship to the overall playbook.

Info

Currently, the Playbook Groups feature is supported only in Advanced Mode.

Create a Group

On the icon bar

  • Click the Group icon.

  • Drag the cursor to select a series of multiple steps for grouping.

While Grouping all the selected steps will be highlighted with an orange outline. Playbook Group will be created successfully only if the selected series of steps qualify as a Group.

Expand a Group

To expand a group and display all the steps that it contains, click the Expand icon in the header.

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To display the full playbook again with the group, click the Back to Playbook link at the top left.

Delete a Group

Deleting a group deletes all the steps in the group. You can only delete the Playbook Groups that does not have any children (steps that follow it in the playbook).

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To delete a group, click the + icon in the lower right corner of the group to open the menu, and select Delete.

Deconstruct a Group

Deconstructing a group removes the group wrapper and leaves all the steps in place. Use the deconstruct action in the following cases:

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The playbook is redisplayed without the group wrapper. To straighten up the layout after deconstructing, click Re-layout in the top icon bar.

Group characteristics

All steps within a group must be connected (so that the module itself is a playbook) and have a single step at the end. Examples:

  • These steps cannot form a group, because they are not directly connected as a playbook.

  • These steps cannot form a group. They are connected as a playbook but don't have a single output at the end of the group.

  • These steps can form a group. They are connected as a playbook, and there is just one step at the end of the group.

Group limitations

Keep these limitations in mind when working with groups.

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