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

AfsalV
Tera Contributor

yesterday

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.?

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abirakundu23
Giga Sage

an hour ago

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.


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