Need to remove Playbook for Complaint Cases and bring the form as same as the case form

sreeshsurendran
Tera Guru

Hi all,

 

The requirement is to deactivate the Playbook available OOTB for Complaints and need to show the Complaints form as same as the Case form which is shown in CSM/FSM Workspace. The agent should be able to fill the fields available for Complaints.

 

  • The current behavior is as below:

 

sreeshsurendran_0-1733131124102.png

 

 

  • I have tried deactivating the Playbook from "sys_playbook_experience_record_generator" table and deactivating the Process Automation Designer available and below is behavior then.

 

sreeshsurendran_1-1733131237669.png

 

 

If any leads, please do help me out here, as this is critical business requirement.

 

 

Thanks,

Sreesh Surendran

4 REPLIES 4

Ankur Bawiskar
Tera Patron
Tera Patron

@sreeshsurendran 

I don't think it will work without playbook because it looks like the playbook lanes/activities are rendering the UI

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Oops 😞

 

Anyways, thanks @Ankur Bawiskar .

@sreeshsurendran 

Hope you are doing good.

Did my reply answer your question?

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

MattSN
Mega Sage
Mega Sage

You might be better off creating a case type or adding service definition to your primary case type.

https://www.youtube.com/watch?v=56IAivbwCK4

When offering world class customer service, there is no one-size-fits-all. ServiceNow CSM Case Types offer a way to streamline and optimize your customer service processes to address customer issues quickly, driving higher agent efficiency and CSAT. CSM Case Types are a collection of data ...