Playbook as first tab in front-line case page CSM workspace

santosh_k
Tera Contributor

an hour ago - last edited an hour ago

Screenshot 2026-05-27 at 18.18.19.png

 

How can we add Playbook as first tab in CSM workspace front-line case page? 

Also how to add a custom UI action in an particular Playbook activity card only and hide OOB ui actions?

 

Thanks In advance .

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Tanushree Maiti
Giga Patron

13m ago

Hi @santosh_k 

Refer: How do I show a Playbook as the first tab on a form in a custom workspace? 

How to Add a Playbook Tab to Case Records in CSM Workspace 

https://www.youtube.com/watch?v=5QjZ4e9JHDY

Configure Playbooks for Customer Service Management 

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
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Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 2/2
Adding Playbook as a Record Page Tab to ServiceNow Configurable Workspace Part 2/2
youtube.com/watch?v=5QjZ4e9JHDY
Video 2. This video covers how to add Playbook as a Record Page Tab to a Configurable Workspace using UI Builder. The community article can be found at: https://www.servicenow.com/community/next-experience-articles/adding-a-playbook-record-page-tab-to-a-workspace-record/ta-p/2331950 00:00 - ...
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