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Release Information

  • Version: 1.1.0

  • Certified: Yes

  • Publisher: Fortinet

  • Compatibility: 7.4.3 and later

  • Applicable: View Panel

  • Release Notes

Overview

The Playbook Buttons widget is a powerful tool designed to streamline your workflow. Here's what it does:

  1. Button Creation: It allows you to create custom buttons directly on a record's detail view.

  2. Playbook Execution: When users click these buttons, they trigger associated playbooks, automating specific tasks.

  3. Context-Aware Display: The widget intelligently displays relevant playbooks based on the selected record type and associated filter conditions. For instance, if the record is an Alert, you may see playbooks like:

    • Alert - Escalate To Incident
    • Cascade Permissions to all Related Records
    • Create Communication Record (Alert)
    • Extract Indicators - Manual
    • Link Similar Alerts
    • Pause SLA - Alerts
    • Resolve Alert
  4. Monitoring Progress: Keep track of playbook execution progress using the Playbook Execution Wizard.

In summary, the Playbook Buttons widget empowers you to take swift, context-aware actions within FortiSOAR™.

The following image displays executable playbooks as buttons:

Widget to display playbook execution Widget to display playbook execution
Playbooks as primary buttons Playbooks as secondary buttons

Next Steps

Installation Configuration Usage

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