Creating linked playbooks

Updated 6 months ago by Justin Maxwell


You want the decision or input a user provides on one playbook to link to one or more other playbooks.

For example, you may have a master "qualification" playbook that determines which type of need your client has (e.g., custody, divorce, or will & trust). Dependent on that qualification, you may then have three different "intake" playbooks that answer sets of questions tailored to each of the three practice areas.

How to do it

We'll refer to them as "child" and "parent" playbooks. The parent playbook is the main one that forks off to the child playbooks, which are subroutines.

  1. Create all the playbooks. As you are setting these up, set them all to "manual" trigger. This will prevent them from accidentally running. If you have an existing master (parent) playbook you intend to link from, you can leave it and only do this for the child playbooks until you are ready to link them.
  2. Publish all the playbooks. They cannot be in draft mode.
  3. On the parent playbook, create a "Multiple Choice" step (or use an existing one)
    1. In one of the choices click on the dropdown and select the child playbook from the "Go to playbook" section. Only published playbooks will show up here.
      Please note: If the guest selects an option to a linked playbook, the current playbook will stop and the child playbook will begin. That means if you're relying on getting additional information in this playbook, you won't get it — you should move it to the child playbook instead.
    2. Repeat this process for any other linked (child) playbooks
    3. Save!
If you try to delete (or move to draft) a child playbook linked from a parent playbook, the system won't allow it. You must un-link it first.

How did we do?

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