Adding Collateral Auto-Addition Rules to a Playbook

A collateral rule automates the addition of content to a playbook, with a rule based on content types and, optionally, content tags. Whenever an asset of the specified content type, and tags if applicable, is created, it is automatically added to the playbook.

1. Navigate to Library Content > Playbooks.
2. Click on the name of the required playbook to open it for edit.
3. In the Collateral Rules area, click Add Rule.
4. In Add Collateral Rule, select a Content Type. The options available will depend on your organization's implementation. A list of tags (your tags of type Library Content) displays.

5. [Optional] Select the content tags you want to watch for, if available.

    

6. Click Save to save the search parameters as a new collateral rule. Any items added in the future that meet the same criteria will be added to the playbook automatically.