How do I show a Playbook as the first tab on a form in a custom workspace?

[Devin V_]

How do I show a Playbook as the first tab on a form in a custom workspace?

The downloadable plugin for PDI's called "Playbook Experience Demo" provides an example of this functionality, but I am unable to replicate it for my custom table.

I know how to get the Playbook tab to appear in the custom workspace, but I don't know how to control the record page tab component so that it is listed before the details tab.

[anubhavkapoor76]

Hi Devin,

For changing the order of tabs you will have to create an entry into Workspace Experience > Forms > Workspace View Rules 

Navigate through this piece of docs which has step by step configuration: Set up related Items in Workspace

Mark this helpful/correct if it works for you.

Cheers!!

Anu

[Devin V_]

So I thought this at first too, so I did some testing.

What's interesting is that the Playbook Experience Demo still shows the playbook as the first tab EVEN WHEN this record is inactive

So this record does not appear to influence of the Record Page Tabs component which is included in the OOB record UI builder page template.

[Devin V_ · Accepted solution]

So I found the solution to this but it was not straight forward at all, heres a video I did about it:

[Devin V_]

Reuploaded video on you: