Playbook in the Source-to-Pay Workspace

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cnharris1
Kilo Sage

3 weeks ago

Hello developers,

 

In the Source-to-Pay workspace, we have a playbook that automatically triggers based on certain conditions and this part is working perfect. The problem is that the "Playbook" shows as the first tab in workspace (see attached screenshot) but the agents prefer to have the "Details" tab as the first and the "Playbook" as the second tab. 

 

Is it possible to move the "Playbook" tab after the "Details" tab in the Source-to-Pay workspace?

 

Any guidance will be greatly appreciated!

 

Best regards,

 

cnharris1

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Shruti
Giga Sage
Giga Sage

3 weeks ago

Hi

Navigate to UI Builder -> Source to Pay Workspace experience -> Record -> Record Supplier

Go to the main tab and move details tab to top at the right side

 

Shruti_0-1764145611657.png

 

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4 REPLIES 4

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cnharris1
Kilo Sage
In response to Sarthak Kashyap

3 weeks ago

Thanks @Sarthak Kashyap for the sharing those links! They really helped me out!

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Sarthak Kashyap
Mega Sage
In response to cnharris1

3 weeks ago

@cnharris1 , Thank you so much, happy to help 😊

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Shruti
Giga Sage
Giga Sage

3 weeks ago

Hi

Navigate to UI Builder -> Source to Pay Workspace experience -> Record -> Record Supplier

Go to the main tab and move details tab to top at the right side

 

Shruti_0-1764145611657.png