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Manage Playbook Template Versions

automation playbooks


Every time changes to a playbook template are made, a new version of that template is created. The most recent version automatically becomes the default version used for new playbooks configured from the template. The template version on a configured playbook can be set to older versions of the template if desired.

Configure a Playbook from a Specific Version of a Template

A playbook template is assigned a default version, which becomes the version that is applied to new playbooks configured from the template.

Choosing a Specific Playbook Template Version

Choosing a Specific Playbook Template Version

To use a version other than the default:

  1. Select the name of the desired template from the Templates tab of the Playbooks overview.
  2. Select the Version link from below the template name. A version history panel is displayed.
  3. Select the version you want to use on the template to highlight it.

Tip

Start typing in the search bar to find the version you need.

  1. Select Use this Template. The Configure Playbook screens are displayed.
  2. Make configuration changes if necessary, then choose Save and Finish. The selected version is now applied.

Change the Version on a Playbook

You can select different versions for individual playbooks.

Changing the Version on a Configured Playbook

Changing the Version on a Configured Playbook

To change the version on a playbook:

  1. Select the name of the desired playbook from the Configured tab of the Playbooks overview.
  2. Select the Version link from below the playbook name. A version history panel is displayed.
  3. Select the version you want to use on the playbook to highlight it.

Tip

Start typing in the search bar to find the version you need.

  1. Select Use. The Configure Playbook screens are displayed.

Note

This button will read Use and Configure if the version you have selected is a different major version (e.g. 2.x.x vs. 1.x.x). In these instances, you will need to reconfigure the required connectors and inputs on the playbook.

  1. Make configuration changes if necessary, then select Save and Finish. The selected version is now applied.

Edit the Automatic Updates on a Playbook

To control which updates are applied automatically by a playbook:

  1. Select the name of the desired playbook from the Configured tab of the Playbooks overview.
  2. Select the Version link from below the playbook name. A version history panel is displayed.
  3. Under Automatically Update This Playbook, choose one of the following options:
    • On patch and minor version changes
    • On patch changes only
    • Never

Automatic Update Options on a Playbook

Automatic Update Options on a Playbook

What Do Version Numbers Mean?

Each version is composed of three numbers: Major.Minor.Patch

 

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