--- title: "Playbook Versions | ThreatConnect" slug: "playbook-versions" description: "This article explains major and minor version numbering in Playbooks, discusses how to view Playbook version history, and describes how to create new major and minor versions of a Playbook or Component." tags: ["Orchestration and Automation"] updated: 2024-11-15T17:23:41Z published: 2024-11-15T17:23:41Z --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.threatconnect.com/llms.txt > Use this file to discover all available pages before exploring further. # Playbook Versions ## Overview Versioning in [Playbooks](https://knowledge.threatconnect.com/docs/playbooks) allows you to maintain and view historical versions of your Playbooks and Components in ThreatConnect®. Major versions are created manually by users from a current or historical version or by importing a Playbook file as the new version. Minor versions are created automatically every time a Playbook or Component is activated. This article uses Playbooks for its examples, but the same functionalities apply to Components. ## Before You Start ### User Roles - To view a Playbook’s version history, your user account must have an [Organization role](https://knowledge.threatconnect.com/docs/organization-roles) of Standard User, Sharing User, Organization Administrator, or App Developer. - To create a new major version of a Playbook, your user account must have an Organization role of Standard User, Sharing User, Organization Administrator, or App Developer. - To create a new minor version of a Playbook, your user account must have an Organization role of Standard User, Sharing User, Organization Administrator, or App Developer. ## Version Numbering In the Playbooks version-numbering scheme, the major-version number is followed by a decimal point and then the minor-version number. For example, version 5.1 indicates major version 5 and minor version 1. Major versions are created manually by users. Minor versions are automatically created every time a Playbook is [activated](https://knowledge.threatconnect.com/docs/activating-a-playbook). ## Viewing a Playbook’s Version History Follow these steps to view a Playbook’s version history: 1. Click **Playbooks** on the top navigation bar to display the [**Playbooks** screen](https://knowledge.threatconnect.com/docs/the-playbooks-screen). 2. Click on a Playbook to open it in the [Playbook Designer](https://knowledge.threatconnect.com/docs/the-playbook-designer). 3. Click ![Playbook Designer Versions icon](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Playbook%20Designer%20Versions%20icon.png) **Versions**on the side navigation bar of the Playbook Designer to display the **Versions**pane (Figure 1). Click on the row for a version other than the one currently displayed in the Playbook Designer to open that version in a new [tab](https://knowledge.threatconnect.com/docs/tabbed-layout). ![Figure 1_Playbook Versions_7.7.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%201_Playbook%20Versions_7.7.1.png) HintToggle the **Major Versions Only** slider on to view only the major versions in the version history. The **Versions** pane displays a Playbook’s version history in a table with the following columns: - **Name**: This column displays the name of the Playbook for the given version and an informational comment. For major versions (i.e., version *x*.0) created [from the current version](https://knowledge.threatconnect.com/docs/playbook-versions#creating-a-new-major-version-from-the-current-version) or [from a historical version](https://knowledge.threatconnect.com/docs/playbook-versions#creating-a-new-major-version-from-a-historical-version), the comment is provided by the user who created the version. For [minor versions](https://knowledge.threatconnect.com/docs/playbook-versions#creating-a-new-minor-version-of-a-playbook) and for [major versions created via import](https://knowledge.threatconnect.com/docs/playbook-versions#creating-a-new-major-version-via-import), the comment is automatically generated and provides the date and time when the version was created. - **Version**: This column displays the version number of the Playbook. The version number with a gray circle is the version displayed in the current tab of the Playbook Designer. The checkmark to the right of a version number indicates the most recently active version of the Playbook: - ![Current Playbook Black Circled Checkmark](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Current%20Playbook%20Black%20Circled%20Checkmark.png): The Playbook is not currently active. - ![Active Playbook Green Checkmark](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Active%20Playbook%20Green%20Checkmark.png): The Playbook is currently active. - **Created**: This column displays the date that the Playbook was created. ImportantOnly 25 versions of a Playbook may exist at a given time. Once that limit has been reached, the **Versions**pane will display a warning message stating that creating a new version (i.e., creating a major version) or activating the current version (i.e., creating a minor version) will delete the oldest version of the Playbook. ## Creating a New Major Version of a Playbook ### Creating a New Major Version from the Current Version Follow these steps to create a new major version from the current version of a Playbook: 1. Navigate to a Playbook’s **Versions** pane (Figure 1). 2. Click **+ Create New Version** to display****the **Create New Version** window (Figure 2). ![Figure 2_Playbook Versions_7.7.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%202_Playbook%20Versions_7.7.1.png) 3. Enter a summary of the new version in the **Comment** field. This summary will be displayed under the Playbook’s name for this version in the **Versions** pane. Then click **SAVE**. ### Creating a New Major Version from a Historical Version You cannot modify a historical version of a Playbook. However, you can use the **EDIT AS DRAFT**feature to create a new major version of a Playbook from a historical version: 1. Click on a historical version of a Playbook in the **Versions**pane (Figure 1) to open that version in a new tab (Figure 3). ![Figure 3_Playbook Versions_7.7.1](https://cdn.document360.io/dfc206c8-1c9f-4725-b74d-a66f83432320/Images/Documentation/Figure%203_Playbook%20Versions_7.7.1.png) 2. Click **EDIT AS DRAFT**in the upper-right corner to display the **Create New Version**window (Figure 2). 3. Enter a comment about the new version, and then click **SAVE**. A new major version of the Playbook will be created from the historical version. ### Creating a New Major Version via Import You can import a new major version of a Playbook from [the **⋮** menu in the Playbook’s row on the **Playbooks** screen](https://knowledge.threatconnect.com/docs/the-playbooks-screen#import-new-version) or from [the **⋮** menu in the Playbook Designer](https://knowledge.threatconnect.com/docs/administration-options#import-new-version). When importing a new major version, you will not be prompted to enter a comment. Instead, a comment providing the date and time of the import will be displayed in the **Versions** pane. ## Creating a New Minor Version of a Playbook To create a new minor version of an inactive Playbook, [activate](https://knowledge.threatconnect.com/docs/activating-a-playbook) the Playbook. To create a new minor version of an active Playbook, de-activate it (i.e., switch it to **Design Mode**), make all desired changes, and then re-activate it. --- *ThreatConnect® is a registered trademark of ThreatConnect, Inc.* 20086-01 v.04.A ## Related - [Playbook Components](/playbook-components.md) - [The Playbook Designer](/the-playbook-designer.md)