Playbook Tab is not coming in the Record of the Related List

[AfsalV]

I duplicated the CSM Default Record Page to add a Playbook Tab in the Menu Tab Section. I have a custom Service Request table , and my Quote table has a u_service_request field which points to my Service Request table. Then added the Related list Quotes to the Service Request.

The requirement is that to add the playbook tab to the Record of the Quote page too, to show a different Playbook to the quote. SInce I added the Playbook tab to the CSM Default Record Page shouldnt it be visible. But the Playbook tab is not available to the Quote.

[ajmalmuhamm · Accepted solution]

Hi @AfsalV ,

You need to add the Playbook tab to the Quote Record Page separately. The Playbook tab that you added to the CSM Default Record Page is only used for records that use that page. The Quote table uses its own Quote Management record page, so changes made to the CSM Default Record Page will not appear there.

Here are the steps to add a Playbook tab to the Quote record page:

1. Open UI Builder and navigate to CSM/FSM Configuration Workspace.
2. Under the Record pages, locate the default Quote Management page.
3. Create a duplicate of the default Quote Management page.
4. Open the copied page and go to Settings. Change the Order to -100 so that the duplicated page is used instead of the default page.
5. Create or use a test record in the sn_quote_mgmt_core_quote table.
6. Open the duplicated Quote Management page and add a new tab named Playbook.
7. Rearrange the tabs so that the Playbook tab appears before the existing tabs (optional, based on your preference).
8. Inside the Playbook tab, add a Focused Vertical Container.
9. In the container, add the Playbook Custom Layout component from Data and Scripts.
10. Configure the component by setting the required Sys ID and Table properties, then save the page.

After completing these steps, the Playbook tab will be available on the Quote Management record page and can display a different playbook specifically for Quote records. This is required because the Quote table has its own dedicated record page and does not inherit changes made to the CSM Default Record Page.