Playbook Tab on Configurable workspace
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3 weeks ago - last edited 3 weeks ago
Hi,
I have created a playbook on the requested item table (which is for catalog item)
When opened the record in the Configurable workspace the playbook tab is not available.
Also, after testing the playbook, it is showing as no activities on the Playbook preview.
Can anyone assist what configuration I have missed or what needs to be done.
TIA.
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CSM Configurable Workspace
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3 weeks ago
Hi, I just ran into a similar thing and I would recommend checking out this post. I found that installing the playbooks for customer service management was enough for me but if you do need to manually add a tab to the page that post will show you how.