Create a playbook variant
Create variations of a playbook for different use cases.
Before you begin
Role required: admin or playbook.admin
Tip: To learn about generating a playbok using AI, see Generate a playbook
Procedure
Navigate to All > Workflow Studio.
Open the playbook that you want to create variant for.
Select the variant icon (
No alternative text supplied
) to open the variant panel on the left.
Select Add a variant.
On the Build on your own tab, fill in the following fields.
| Variant name | Enter a unique, user-facing name for your playbook variant. This name appears to agents and fulfillers when this variant runs. |
| Conditions | In the condition builder, select or enter a field, operator, and value.Note: To learn more about condition builders, see Condition builder. Add more conditions for this variant to run, as needed. |
In this example, we want to create different versions of a base recruitment process playbook for individual contributors \(IC\) and managers. In the condition builder, we indicate whether the variant is for management roles or not.
Conditions for the IC variant of a recruitment playbook
Conditions for the manager variant of a recruitment playbook
Select Create variant.
You have two new variants of the base recruitment playbook, one for ICs and one for managers.
Playbook variants panel with variants of a base playbook
The color of the canvas border corresponds to the color of the variant that is open.
**Important:** The order of your variants is important. Variants are evaluated in the order that they are listed in the panel, from top to bottom. To learn more about reordering your variants, see [Re-order playbook variants](reorder-playbook-variants.md).
As you make changes to your variants, make sure all activity properties are still configured as needed.
Override properties for an activity if they should be different from the parent playbook.
Override activity property button
Activities that are the same as in a parent playbook are grayed out. If you change or add an activity, it is shown in full color.
**Note:** For more general guidelines, see [General Guidelines](playbook-variants.md).
Add a child variant to a variant.
Note: You can nest child variants up to 6 levels.
Hover over the variant in the variant panel, and select the kebab menu to open the action menu.
Select Add child variant.
Fill in the following fields.
| Field | Description |
|---|---|
| Variant name | Enter a unique, user-facing name for your playbook variant. This name appears to agents and fulfillers when this variant runs. |
| Conditions | In the condition builder, select or enter a field, operator, and value. To learn more about condition builders, see Condition builder. Add more conditions for this variant to run, as needed.Note: Child variants automatically inherit the conditions of the parent variant. |
In this example, we want to create a child variant of the Manager variant for recruiting senior managers and above. We add an extra condition to specify that this particular Manager child variant runs for levels M4 to M6 manager roles.
Adding a child variant for senior managers under the Manager variant
- Follow step 8 to add a variant at the same level as another variant (a sibling variant), but choose the Add sibling variant option instead.
Playbook variants action menu with Add sibling variant option highlighted
Edit a playbook variant's conditions.
Hover over the variant in the variant panel, and select the kebab menu to open the action menu.
Select Edit properties.
To save a variant as a favorite, see Save a playbook variant as a favorite.
What to do next
Parent Topic:Playbook variants