DOCS-639 - Playbooks text area enhancement (#5023)

* DOCS-639 - Text area enhancement

* Update docs/platform-services/automation-service/automation-service-playbooks.md

Co-authored-by: Kim (Sumo Logic) <[email protected]>

* Update screenshots

* Change 'text box' to 'text area'

---------

Co-authored-by: Kim (Sumo Logic) <[email protected]>

Author: jpipkin1

docs/platform-services/automation-service/automation-service-playbooks.md

@@ -200,7 +200,7 @@ A filter node filters results from the preceding action based on the condition y
 1. [Add an action node](#add-an-action-node-to-a-playbook).
 1. Hover your mouse over an action node and click the **+** button. The available nodes are displayed. <br/><img src={useBaseUrl('img/platform-services/automation-service/automations-add-filter-node.png')} alt="Add filter node" style={{border:'1px solid gray'}} width="500"/>
 1. Click **Filter**. The filter node configuration dialog displays. <br/><img src={useBaseUrl('img/platform-services/automation-service/automations-add-filter-node-conditions.png')} alt="Add filter node conditions" style={{border:'1px solid gray'}} width="500"/>
-1. (Optional) Use **Split by** to select an output if it is a list (array) and you want to evaluate each item separately. Each item in the list is checked against the filter condition. If the condition is true for an item, the item is passed to the next node.  (If you do not use the **Split by** field on an output that is a list, then if the condition is true for any item in the list, the entire list moves forward to the next node.)
+1. (Optional) Use **Split by** to select an output if it is a list (array) and you want to evaluate each item separately. See ["Split by" field in a filter node](#split-by-field-in-a-filter-node) for more information.
 1. Configure the conditions you want to use for filtering.
 1. Deselect the **Cartesian product** checkbox.
    :::warning
@@ -699,6 +699,52 @@ Following are examples of payloads from different trigger types:
 }
 ```
 
+## Handling arrays in playbooks
+
+An array is a collection of related data values grouped together. When you are handling output from a playbook action, you may want to treat the entire array as a single item you want to pass to the next action, or you may want to treat each element in the array as a separate item. In playbooks, you can do either.
+
+### Arrays in text areas
+
+When you create an action, sometimes you are presented with a text area that includes an "Insert placeholder" icon <img src={useBaseUrl('img/platform-services/automation-service/playbook-insert-placeholder-icon.png')} style={{border:'1px solid gray'}} alt="Insert placeholder icon" width="20"/>. When you click the icon, it allows you to add placeholders to the text area for input or output. 
+
+Perform the following steps to add a placeholder to a text area to handle an array in output from a previous action. This allows you to process an array as a single element or multiple elements.
+1. [Create a playbook](#create-a-new-playbook) and [add action nodes](#add-an-action-node-to-a-playbook).
+1. Edit an action node that displays a text area. 
+1. In the following example, the **Send Email** action shows text areas for the email's subject, body, and HTML. Click an "Insert placeholder" icon <img src={useBaseUrl('img/platform-services/automation-service/playbook-insert-placeholder-icon.png')} style={{border:'1px solid gray'}} alt="Insert placeholder icon" width="20"/> for one of the fields, for example, **HTML Content**.<br/><img src={useBaseUrl('img/platform-services/automation-service/playbook-variables-in-text-boxes.png')} style={{border:'1px solid gray'}} alt="Insert placeholder icon" width="600"/>
+1. Select a value from a previous action. In this example, we'll choose **Get Insight**.<br/><img src={useBaseUrl('img/platform-services/automation-service/playbook-get-value-from-previous-action.png')} style={{border:'1px solid gray'}} alt="Get value from previous action" width="500"/>
+1. Select **Outputs**. Only the arrays in the output show these icons: <img src={useBaseUrl('img/platform-services/automation-service/playbooks-output-arrays-icons.png')} style={{border:'1px solid gray'}} alt="Icons on arrays in output" width="60"/> <br/><img src={useBaseUrl('img/platform-services/automation-service/playbook-get-value-from-previous-action-2.png')} style={{border:'1px solid gray'}} alt="Get value from previous action outputs" width="500"/>
+1. Click the icon for how you want the array to be handled by the action:
+   * <img src={useBaseUrl('img/platform-services/automation-service/array-icon-loop.png')} style={{border:'1px solid gray'}} alt="Loop through elements in the array" width="30"/> **Loop**. Loops through the array so that the action is run for each item in the array.
+   * <img src={useBaseUrl('img/platform-services/automation-service/array-icon-combine.png')} style={{border:'1px solid gray'}} alt="Combine all elements in the array" width="30"/> **Combine**. Combines all items in the array into a single value run by the action.
+1. The variable is inserted into the text area preceded by the icon for whether the contents of the array are looped or combined.<br/><img src={useBaseUrl('img/platform-services/automation-service/playbook-array-looped-example.png')} style={{border:'1px solid gray'}} alt="Example of looped array variable" width="700"/> 
+
+In this example, the action will be run for each item in the array ("looped").
+
+:::note
+The [**Cartesian Product**](#cartesian-product) checkbox is disabled if any variable is selected using the loop feature in the text area.
+<img src={useBaseUrl('img/platform-services/automation-service/playbook-cartesian-product-disabled.png')} style={{border:'1px solid gray'}} alt="Cartesian Product checkbox disabled" width="500"/> 
+:::
+
+### Cartesian product
+
+The **Cartesian product** checkbox appears on nodes you add to playbooks. Clicking this checkbox causes the node to use the [Cartesian product](https://en.wikipedia.org/wiki/Cartesian_product) method to loop through items in arrays processed by the node.
+
+<img src={useBaseUrl('img/platform-services/automation-service/playbooks-cartesian-product-checkbox.png')} style={{border:'1px solid gray'}} alt="Cartesian product checkbox" width="150"/> 
+
+For example, suppose one input field is for signal name, and another is for signal value. If you have 2 arrays like this, and each array has 3 items, the Cartesian product evaluation pairs each item from the first set with each item from the second set, which will produce 9 pairs (3x3). Without Cartesian product evaluation, only matching position items are paired, which will produce 3 pairs (equal to the number of items).
+
+:::warning
+Use the **Cartesian product** checkbox with caution. For most cases, deselect the **Cartesian product** checkbox when creating playbooks. Large array fields in the input can result in the action being called many times, causing the action to exceed the [actions limit](/docs/platform-services/automation-service/about-automation-service/#actions-limit). Only select this checkbox if you want to evaluate data from array input fields using the Cartesian product method.
+:::
+
+### "Split by" field in a filter node
+
+When you [add a filter node](#add-a-filter-node-to-a-playbook), use the **Split by** field to evaluate each item separately in arrays (lists).
+
+<img src={useBaseUrl('img/platform-services/automation-service/playbook-split-by.png')} style={{border:'1px solid gray'}} alt="Split by field" width="700"/> 
+
+Each item in arrays is checked against the filter condition. If the condition is true for an item, the item is passed to the next node. If you do not use the **Split by** field on an output that is a list, then if the condition is true for any item in the list, the entire list moves forward to the next node.
+
 ## Troubleshoot playbooks
 
 You can run playbooks in automations for [monitors](/docs/alerts/monitors/use-playbooks-with-monitors/), [Cloud SIEM](/docs/cse/automation/automations-in-cloud-siem/), or [Cloud SOAR](/docs/cloud-soar/automation/). If a playbook has a problem when it runs in an automation, an error message often displays in the playbook providing information about the problem.

docs/reuse/cartesian-product.md

@@ -1 +1 @@
-Use the **Cartesian product** checkbox with caution. Large array fields in the input can result in the action being called many times, causing the action to exceed the [actions limit](/docs/platform-services/automation-service/about-automation-service/#actions-limit). Only select this checkbox if you want to evaluate data from array input fields using the [Cartesian product](https://en.wikipedia.org/wiki/Cartesian_product) method. For example, suppose one input field is for signal name, and another is for signal value. If you have 2 arrays like this, and each array has 3 items, the Cartesian product evaluation pairs each item from the first set with each item from the second set, which will produce 9 pairs (3x3). Without Cartesian product evaluation, only matching position items are paired, which will produce 3 pairs (equal to the number of items).
+Use the **Cartesian product** checkbox with caution. In most cases, you should deselect this checkbox. For more information, see [Cartesian product](/docs/platform-services/automation-service/automation-service-playbooks/#cartesian-product).