Configure Auto-Attach and Conditions

Before you start

• Be clear whether the runbook should always be manual, always attach, or attach only for a narrow incident pattern.

Do this

1. Open the runbook and choose the trigger mode:
   • Manual only if responders should decide when to launch it.
   • Auto attach (always) if it should appear on every matching incident.
   • Auto attach (conditional) if it should appear only when the incident matches rules.
2. If you choose conditional attach, add the incident rules that matter most such as severity, status, phase, environment, labels, or incident age.
3. Keep the condition set tight enough that the runbook only appears when it is genuinely useful.
4. Add step-level conditions when a step should wait for a previous step, a phase change, a milestone, or a timer.
5. Use wait and repeat settings only for steps that really need polling or delayed execution.
6. Save the runbook and test it against one incident that should match and one that should not.

Check it worked

• The runbook appears on matching incidents and stays out of the way on non-matching ones.
• Wait or conditional steps do not fire too early.
• Responders can tell why the runbook is attached.

If it does not work

• If the runbook appears too often, remove broad conditions before you add more.
• If a step never runs, check its phase, milestone, previous-step, or delay rule.
• If the runbook should be optional, switch it back to Manual only.

Next

• Run a runbook during an incident
• Review the step types you can use