Hide Playbook in the HR Agent Workspace on child cases

dagarson
Tera Guru

Hello we are experiencing a bug in the hr configurable workspace where the playbook tab is appearing on the child cases as well as the parent. Is there a way to hide this tab from showing up on child cases? I've configured view rules and while the form looks fine on the details tab the playbook is still showing

dagarson_0-1725641962044.png

 

1 ACCEPTED SOLUTION

dagarson
Tera Guru

I was able to find the issue turns out we had an oob lifecyle that was triggering on these child cases basically turning them into a parent with no activities in them.

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3 REPLIES 3

Community Alums
Not applicable

Hi @dagarson ,

Please navigate to filter navigator and type "sys_ux_screen.list", this will open up UX Screens:

SandeepDutta_1-1725779164975.png

 

Now, add the below filter conditions :

 

SandeepDutta_0-1725779115265.png

Look for your record for child case and make it active "false".

 

 

Thank you for replying. Im not sure what you mean by "Look for your record for child case and make it active "false"." Could you elaborate? 

I should also note on some of our lifecycle event cases with child cases the view works fine with the playbook not showing up on child cases. its only on a specific process we have that for some reason its showing up on our child cases.

dagarson
Tera Guru

I was able to find the issue turns out we had an oob lifecyle that was triggering on these child cases basically turning them into a parent with no activities in them.