"Playbook" tab is not appearing in agent workspace for complaint cases

[Chandrima Mukh2]

Hello Everyone,

I am implementing Case Playbook for complaints. I am not able to see the "Paybook" related record for complaint cases in agent workspace. 

Can anyone guide me on this...

How it is now:

What is expected:

[Maik Skoddow · Accepted solution]

Hi @Chandrima Mukherjee 

please have a look on my article concerning the setup of Playbooks: https://community.servicenow.com/community?id=community_article&sys_id=c7c2bc611b85e4103222ea89bd4bc...

Kind regards
Maik

If my answer replied your question please mark appropriate response as correct so that the question will appear as resolved for other users who may have a similar question in the future.

[Maik Skoddow]

Hi @Chandrima Mukherjee 

Did my reply answer your question?

If so, please mark appropriate response as correct so that the question will appear as resolved for other users who may have a similar question in the future.

If not, please tell me what you are still missing!

Kind regards
Maik

[Sagar Anandpara]

Hi Maik,

Thanks a lot for the article describing steps involved in setting up first basic playbook. 

Not sure if anybody faced this before, but in my scenario, when I am logged IN as an end user, the playbook shows the error as below:

This means, the user is able to access the workspace, and can see the playbook tab on the record, however, for some particular type(s) of activities, it shows this message. 

Any ideas / thoughts on what might be missing. I also tried assinging the "workspace_admin" role to the user, but no luck.

Urgent help from anyone would be greatly appreciated. 

Regards,

Sagar