Cloning Playbooks

You can clone an existing playbook using the Clone Playbooks quick action button available on playbook record pages. This enables you to create new playbooks and playbook templates.

Parent and child records, such as the associated success plan or objective, as well as any associated playbook tasks are copied to the new, cloned version. Once you have cloned a playbook, you are directed to the new record where you can update the information as required.

To clone a playbook:

  1. Go to the record page of your existing playbook.
  2. Click Clone Playbook.
  3. Update the name of your new playbook.
  4. Select Template to make your new playbook available for selection as a playbook template.
  5. Click Clone. The new playbook or playbook template opens.
Notes:
  • When the playbook only has one record type associated with it, the cloned values are copied from the playbook's page layout fields and the fields from the Create Playbook Fields field set. If the record has more than one record type associated, only the values from the page layout are cloned.
  • All playbook task values are copied from the fields contained in the Create Playbook Task Fields field set.
  • When you clone templates from non-templates and vice versa, the new cloned playbook and any of its associated records are not associated with the parent records of the original playbook you cloned from.