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

[santosh_k]

 

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 .

[Tanushree Maiti]

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 

[santosh_k]

Hi @Tanushree Maiti  Thanks for your reply , however it doesn't work.

The Front-line case page has different structure then record default pages, e.g. related list are on the contextual side panel.

[Ankur Bawiskar]

@santosh_k 

which case type is this?

how that UI came?

[santosh_k]

Hi @Ankur Bawiskar  Thanks for looking into the post.

it is a custom case type and I am using Front-Line case page instead of default record page.(I have redirected it through sys_ux_screen , the frontline case page adding my custom table in the filter)

Since the structure of the Frontline case page is different from record default page (e.g. the related list appears in the contextual side panel) I am finding it difficult to embed in the frontline case page. 

Also , if you can suggest on "how to add a custom UI action in an particular Playbook activity card only(Should not show in all activity) and hide OOB ui actions?"

Thanks in advance for your help and support.