Cancel a playbook to stop a business workflow when no longer valid.

Before you begin

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. 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

  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