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Running Playbooks › Playbooks › Workflow Studio › Build workflows
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Cancel a playbook

Cancel a playbook to stop a business workflow when no longer valid.

Before you begin

Role required: agent or pd_cancel

If your playbook admin has added a cancel action to your playbook experience, you can typically find the cancel action under the playbook actions menu.

Note: Certain activities within a playbook cannot be canceled once they have started.

Procedure

  1. Open a playbook in workspace.

  2. Click the ellipses action menu icon (

Image omitted: playbook-ellipses.png
Playbook action menu icon\) in the playbook header.

  1. Click Cancel Playbook.

  2. Provide a reason for canceling the playbook.

Image omitted: playbook-cancel-modal.png
Cancel playbook through which you provide reason for cancellation

  1. Click Cancel Playbook.

    A canceled banner appears below the playbook header confirming that the playbook has been canceled.

Image omitted: playbook-cancel-banner.png
Canceled banner

Parent Topic:Running Playbooks