Configure the ideal path for a playbook

task australia Updated Aug 21, 2026 2 min read configure-ideal-path-for-playbook.md
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Mark one or more decision branches as the ideal path in Workflow Studio for a playbook. The playbook can highlight the expected execution route and show users a preview of upcoming activities at runtime.

Before you begin

The playbook must contain at least one decision activity before you can configure an ideal path.

For more information about ideal path, see Ideal path for a playbook.

Role required: admin, playbook.admin, pd_author, or playbook.write.

Procedure

  1. Navigate to All > Process Automation > Workflow Studio.

  2. Open the playbook for which you want to configure the ideal path.

  3. Enable Ideal branch for all decision activities in the playbook.

    [Omitted image "playbook-ideal-path.png"] Alt text: Enable the ideal branch for the branches you want to set up as the ideal.

    If you have more than two branches in a decision, depending on the selected Branch processing approach, you may be able to select one or more branches as the ideal branch.

    Option Description
    Process only the first matching branch Only one branch can be marked as ideal. Use this when the decision should resolve into a single outcome.
    Process all matching branches Multiple branches can be marked as ideal. Use this when more than one branch can represent an expected outcome.
    1. Select a decision activity.

    2. In the Branches tab, under Branches, enable Ideal branch for the branch or branches that represent the expected execution path.

    3. Select Save and close.

  4. To view the ideal path of execution for the playbook, from the toolbar, select View options > Golden path.

    [Omitted image "playbook-golden-path-toggle.png"] Alt text: Enable golden path from the view options toggle to view the ideal execution path of the playbook.

    The ideal path of execution is highlighted on the canvas.

What to do next

Configure Playbook Experience to display the ideal path activities and stages before they are executed at runtime. For more information, see Configure Playbook Experience to display ideal path.

Parent Topic:Ideal path for a playbook

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