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User Guide

Core Steps

Core Steps

Core steps represent steps that allow you to create and store contextual information relevant to the current playbook.

Set Variable

The Set Variable step allows you to create and save variables for use in later steps within the same playbook or across referenced playbooks.

To create a Set Variable step:

  1. In the Playbook Designer, from the Select Step pane, choose Set Variable.

  2. In the Step Name field, type the name of the step.

  3. (Optional) Click Add Description to add a description for the step.

  4. In the Variables section, define the Name and Value for the variable. Click Add More to define multiple variables within the step. For more information on Variables, see Playbook Steps.

  5. (Optional) Add playbook actions such as Loop (which iterates over the step) by clicking Loop in the playbook step footer. For more information on playbook actions that extend playbook steps, see Playbook Steps.

  6. Click Save to save the step.

Core Steps

Core Steps

Core steps represent steps that allow you to create and store contextual information relevant to the current playbook.

Set Variable

The Set Variable step allows you to create and save variables for use in later steps within the same playbook or across referenced playbooks.

To create a Set Variable step:

  1. In the Playbook Designer, from the Select Step pane, choose Set Variable.

  2. In the Step Name field, type the name of the step.

  3. (Optional) Click Add Description to add a description for the step.

  4. In the Variables section, define the Name and Value for the variable. Click Add More to define multiple variables within the step. For more information on Variables, see Playbook Steps.

  5. (Optional) Add playbook actions such as Loop (which iterates over the step) by clicking Loop in the playbook step footer. For more information on playbook actions that extend playbook steps, see Playbook Steps.

  6. Click Save to save the step.