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Expand Up @@ -7,6 +7,7 @@ description: Learn how to create playbooks in the Automation Service to run auto

import useBaseUrl from '@docusaurus/useBaseUrl';
import CartesianProduct from '../../../reuse/cartesian-product.md';
import TerraformLink from '../../../reuse/terraform-link.md';

## View playbooks

Expand Down Expand Up @@ -368,13 +369,17 @@ When you publish a playbook:

Select **Enable Autosave for all playbooks** to ensure that while editing a playbook, all changes will be automatically saved to the draft. For more information, see [Autosave](#autosave).

## Import and export playbooks
## Export and import playbooks

With the mechanism to import and export playbooks, you can move a playbook, along with all its configurations, from one instance to another. The file should be in tar.gz format and adhere to naming conventions.
With the mechanism to export and import playbooks, you can move a playbook, along with all its configurations, from one instance to another. You can also use the export function to manage playbooks using Terraform.

1. Click on the Export icon located next to the playbook name.<br/><img src={useBaseUrl('img/cloud-soar/export-playbook.png')} alt="Export Playbook" style={{border: '1px solid gray'}} width="500"/>
1. Upon clicking, the tar.gz archive download will be initiated.
1. At this point, you can open the archive, modify the configuration data, recreate a tar.gz archive, and upload it. To upload the file, click on the Import icon.<br/><img src={useBaseUrl('img/cloud-soar/import-playbook.png')} alt="Import Playbook" style={{border: '1px solid gray'}} width="700"/>
1. Select the desired file and click Import. <br/><img src={useBaseUrl('img/cloud-soar/import-playbook-modal.png')} alt="Import Playbook modal" style={{border: '1px solid gray'}} width="300"/>
1. Click on the **Export** icon located next to the playbook name.<br/><img src={useBaseUrl('img/cloud-soar/export-playbook.png')} alt="Export Playbook" style={{border: '1px solid gray'}} width="500"/>
1. Select one of the following:
* **Export All (ZIP Format)**. Exports a tar.gz archive file.
1. After export, you can open the archive, modify the configuration data, recreate a tar.gz archive, and upload it. To upload the file, click the **Import** icon.<br/><img src={useBaseUrl('img/cloud-soar/import-playbook.png')} alt="Import Playbook" style={{border: '1px solid gray'}} width="700"/>
1. Select the desired file and click **Import**. <br/><img src={useBaseUrl('img/cloud-soar/import-playbook-modal.png')} alt="Import Playbook modal" style={{border: '1px solid gray'}} width="300"/>

It is crucial that the file names inside the tar.gz adhere to the following format: `<unique_id>.<file_representing_name>.<file_type>.<file_extension>`, for example, `97ad7d6e.IP-Reputation.action.yaml`
* **Export as JSON**. Exports a JSON file that you can use to manage the playbook with Terraform using the [sumologic_csoar_playbook](https://registry.terraform.io/providers/SumoLogic/sumologic/latest/docs/resources/csoar_playbook) resource.
<TerraformLink/>

It is crucial that the file names inside the tar.gz adhere to the following format: `<unique_id>.<file_representing_name>.<file_type>.<file_extension>`, for example, `97ad7d6e.IP-Reputation.action.yaml`