Task 6. Manage playbook content - Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs. - Administrator Guide - 8 - Cortex XSOAR - Cortex - Security Operations

Cortex XSOAR SaaS Documentation

Product
Cortex XSOAR
Version
8
Creation date
2024-03-07
Last date published
2025-11-09
Category
Administrator Guide
Solution
SaaS
Abstract

Use an out-of-the-box playbook, create a new playbook, or customize an existing one based on your organization's needs.

Manage playbook content by either using a remote repository, or by saving versions of your playbook in Cortex XSOAR to maintain version history. For more details, see Manage playbook content.

Playbook editing conflict management

If multiple users simultaneously attempt to open the same playbook for editing, they could overwrite each other's changes in the playbook editor. To prevent users from accidentally losing their work, the playbook editor only allows the first user to edit and save. Subsequent users are automatically placed in View Mode Only, and a banner in the playbook editor clearly shows who is currently editing the playbook. These users can still view, debug, run, duplicate, and download the playbook.

The playbook is automatically unlocked when the first user closes the editor, or if the Administrator unlocks the playbook.