As soon as Playbook is enabled for your project (see Prerequisites) you can create a new plan through CDE.
To begin, select a project you have Playbook enabled.
Next, click on "More" and choose "Playbook".
After that, click on "Create Form" in the top-right corner.
If the button is greyed out, it means that you do not have the necessary permissions to create a new plan. In this case, please reach out to your Project Administrator to get the required authorization. For additional information, please refer to the article about form permissions.
You will be prompted to decide whether you want to create a template or not.
Template Plan | Plan Instance |
If you select "Yes" for the template option, you will build a template that includes the entire process configuration.
This template can be reused to create form instances in the same or different projects.
It is useful for standardizing processes across multiple projects. | If you select "No" for the template option, you will create a plan tailored to a specific project.
This is ideal for unique projects that require a customized approach. |