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.?

[ajmalmuhamm]

Hi @AfsalV ,

If you're using CSM/FSM Workspace (or any configurable workspace), the recommended approach is to use UI Builder. There isn't a simpler out-of-the-box option to add a custom Playbook tab alongside the Details tab.

The general steps are:

• Open the workspace record page in UI Builder.
• Locate the Tabbed Container (where the Details tab is configured).
• Add a new tab (for example, Playbook).
• Place the Playbook component on that tab and configure it to use your custom table.
• Publish the page.

If the Playbook is correctly configured for your custom table and the trigger conditions are met, it should appear on the new tab when viewing a matching record.

As far as I know, UI Builder is the standard and supported way to customize workspace tabs, and I don't believe there's a more straightforward out-of-the-box method to add a Playbook tab.