Cancel a playbook
-
- UpdatedAug 3, 2023
- 2 minutes to read
- Vancouver
- Process Designer
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Cancel a playbook to stop a business workflow when no longer valid.
Before you begin
Role required: agent
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. If you are an admin and would like to add a cancel action to a playbook experience, see Add a cancel playbook action.
Note: Certain activities within a playbook cannot be canceled once they have
started.
Procedure
-
Click the ellipses action menu icon (
) in the playbook header.
-
Provide a reason for canceling the playbook.
-
Click Cancel Playbook.
A canceled banner appears below the playbook header confirming that the playbook has been canceled.
