Configuring Playbooks

use playbook configuration to define how a playbook starts, what it runs, and how flows connect most trigger types are added from the solution builder canvas datetime field triggers are an exception they are created from a date/time field in application builder and then appear on the selected flow as a system managed trigger choose your path i want to… start here understand trigger types triggers docid\ sedgthtxrzuohzsuvhad4 schedule a flow from a date/time field value select fields and assign field properties docid\ fngazwp7nqsnvsudl8nbh add a datetime field trigger on the canvas not available — configure from application builder field settings; see triggers docid\ sedgthtxrzuohzsuvhad4 use cron or recurring schedules schedule triggers https //docs swimlane com/schedule triggers start from a record create/update/delete record event triggers https //docs swimlane com/record event triggers start from an external http call webhook triggers https //docs swimlane com/webhook triggers start from a button playbook button triggers https //docs swimlane com/playbook button triggers chain flows together flow event trigger https //docs swimlane com/flow event trigger datetime field triggers and scheduled playbook flows starting in turbine 26 3 0 (sla tracking phase 1), you can run a playbook flow at a specific time based on a record date/time field in application builder , select a date/time field under advanced → trigger playbook , click configure set offset , unit ( minutes or hours ), and the target playbook / flow save the dialog, then save the application turbine adds a datetime field trigger to the selected flow the trigger details are read only on the canvas and point back to the field settings when records are created or updated, turbine schedules, reschedules, or cancels runs so the flow fires at the field value ± offset (maximum absolute offset 7 days ) when the datetime field trigger fires, the playbook receives the full record (not tracking id only), so you can map field values from the trigger output like a record event trigger deleting a playbook or flow that is linked to a date/time field trigger configuration clears that configuration from the application field and cancels outstanding schedules confirm the impact warning before you proceed full configuration and lifecycle details select fields and assign field properties docid\ fngazwp7nqsnvsudl8nbh and triggers docid\ sedgthtxrzuohzsuvhad4 related topics triggers docid\ sedgthtxrzuohzsuvhad4select fields and assign field properties docid\ fngazwp7nqsnvsudl8nbhorganizing playbook in the canvas https //docs swimlane com/organizing playbook in the canvascreate and modify playbooks with hero ai docid\ tmmnjglc0e9lipo37kzpb