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Solution Overview for Business Users / Version 2512.0

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12.3.4.4 Via User Home

Individual users can maintain personal playbooks in their CMS home folder. This is also the preferred way to develop and test new playbooks locally, as changes are only visible to the owner and do not affect other users. Create a Settings document at the following path:

<user-home>/Playbooks

For example:

/Home/Adam/Playbooks

User-level playbooks have the highest priority and override any playbook with the same id at all other levels.

Note

Note

The playbook editor in Studio works at all locations described above. Navigate to the relevant path, open or create the Settings document, and save your changes. The KIO Backend picks up changes automatically — no restart is required.

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