How to add Playbook Tab to the Default Record page in CSM / FSM Configurable Workspace

[AfsalV]

Hey I created a Demo Playbook in the Playbook Designer and set the table to my custom table and the trigger as the Record is created. I also edited the UX Menu Config for the CSM / FSM workspace to add the Content tree items and linked them to the Service request table with some filter conditions . The Cell now goes to the default record page . I want to add a playbook tab to the left of the Details tab.

I found a Youtube Video With the UI Builder. Is there a more straighforward way for doing this.?

[abirakundu23 · Accepted solution]

Hi @AfsalV ,
Please follow the below threads :

https://www.servicenow.com/community/csm-forum/how-to-add-a-playbook-tab-to-case-records-in-csm-work...


You tube Video Link : https://www.youtube.com/watch?v=5QjZ4e9JHDY

https://www.youtube.com/watch?v=G4k0SThJZl8

Please mark helpful & correct answer if it's worthy for you.

[AfsalV]

Hey I am really Thankful, The first thread worked wonders. I followed the first Youtube tutorial you provided even before posting this question but didn't work. 

[AfsalV]

Hey , the playbook is coming successfully for the table I created. But the problem is that the table has a related list Purchase requisition . When creating a new purchase requisition , the playbook tab is coming there too.
What would be the fix

[Tanushree Maiti]

Hi @AfsalV 

Refer: 

Configure Playbooks for Customer Service Management 

Adding a Playbook Record Page Tab to a Workspace Record

How to Add a Playbook Tab to Case Records in CSM Workspace 

https://www.youtube.com/watch?v=5QjZ4e9JHDY

CSM/FSM Workspace: Playbook issue