Hi everyone,
I’m facing an issue with the Record Playbook component in UI Builder and would appreciate any suggestions.
Scenario:
My Record Page is built on the Task table.
Initially, the Playbook was associated directly with the Task, and the Hide Tab condition worked correctly. The Playbook tab was shown only when a playbook was available for the task.
We have now changed the Playbook to be associated with the Parent Case ( Case) instead of the task.
What I changed:
The Record Playbook component is configured with:
Parent Table =l Case
Parent Sys ID = record.form.fields.parent_case.value
I created a data resource (record_has_playbook) that checks whether the parent case has a playbook.
The data resource returns the correct output (true/false).
Issue:
If I bind the Playbook component visibility to the data resource, it behaves correctly.
However, when I use the same data resource for Tab Settings → Hide Tab, the tab never becomes visible.
UI Builder - Hide Tab not working when Playbook component uses Parent Record
Settings → Hide Tab, the tab never becomes visible.
TIA
