Show Playbook in CSM configurable workspace for custom table which is extending the task.

[tanuj3]

We have a requirement to create a custom table extending the task with 30 + custom fields. For fulfillment we are planning to use the CSM configurable workspace so that agents can update the required fields using playbook steps or directions. We are getting blocked at the point where our playbook is not getting show in CSM configurable workspace. We have developed playbook to trigger on the custom table. 

[Mark Manders]

What's the trigger? It will only work if you trigger it correctly.

Also: check the playbook component. OOB it's set to show on Case extended tables.

[tanuj3]

what changes needs to be done to make it visible to tables extending the case ?

[Ankur Bawiskar]

@tanuj3 

Did you get a chance to check the link for blog I shared yesterday?

It has all the steps.

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[Ankur Bawiskar]

@tanuj3 

is the playbook getting attached to that custom table record?

If yes then check if the Record variant used by custom table has that Playbook tab or not

see this

Adding a Playbook Record Page Tab to a Workspace Record 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏