Save a playbook so that Splunk SOAR (On-premises) can access it using the classic playbook editor

You must save a playbook before Splunk SOAR (On-premises) can use it. If the playbook has errors, an error message appears with additional information. You cannot save a playbook until you resolve all errors.

  1. Click Save to begin saving a playbook.
  2. Enter a brief description of the playbook.
  3. (Optional) Click Reuse this comment until the editor is reloaded if you want to use the same description each time you save the playbook.
  4. Click Save to finish saving the playbook.

Create a copy of an existing playbook

You can create a copy of any saved playbook by using the Save As option.

Perform the following tasks to create a copy of an existing playbook:

  1. Click the down arrow next to the Save button and click Save As.
  2. Enter a new name for the playbook.
  3. Select the repository where you want to save the playbook.
  4. (Optional) Enter comments or a description about the playbook.
  5. Click Save.