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Incident ResponderIncident Responder Documentation

Version: i56

Create a Playbook Trigger

For a playbook to run automatically, define which circumstances and conditions trigger the playbook. You define a playbook trigger from the PLAYBOOKS page, or when you create or edit a playbook.

If you manually create an incident, playbooks aren't triggered.

  1. In the navigation bar, click PLAYBOOKS, or create or edit a playbook.

  2. Click Add trigger to playbook.:

    • On the PLAYBOOKS page, select the clock A grey alarm clock. for an existing playbook in the list.

    • If you're creating or editing a playbook, select the clock A grey circle with a white alarm clock in the center..

  3. Click + Trigger.

  4. Select the situation that triggers the playbook:

    • Incident Created – When a playbook triggers and creates an incident.

    • Status Changed – When someone changes an incident's status.

    • Priority Changed – When someone changes an incident's priority.

    • Queue Changed – When someone is assigned to another queue.

    • Assignee Changed – When someone changes who's assigned to an incident.

    • Incident Type Changed – When an incident's type changes, manually or automatically.

  5. To add a condition to the situation, select + Condition. If the situation occurs and the condition is met, the playbook runs. These conditions are based on incident fields, default or custom.

  6. (Optional) To add another condition, click + ADD.

  7. Click SAVE.