Playbook tab not visible in CSM/FSM Configurable Workspace

Prabhakaran P1
Tera Contributor

‎10-09-2023 09:21 PM

Hi guys,

 

We created new playbooks. Playbook tab in related lists, should be visible by default when it satisfies the trigger condition. In default agent workspace, Playbook tab is visible..

 

BUT, it's not visible in the CSM/FSM Configurable Workspace. Can anyone please help on this?

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Sandeep Joshi1
Tera Contributor

‎10-09-2023 09:54 PM

Hi Prabhakaran,

You will need to configure the workspace a little bit to achieve this,

Please follow below documentation to show you r playbooks in in CSM workspace.

Playbook in CSM workspace 

 

Prabhakaran P1
Tera Contributor
In response to Sandeep Joshi1

‎10-10-2023 01:25 AM

Hi Sandeep,

 

Can you please check the link that you shared? It's not valid one.

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Miguel A Garcia
Mega Guru
In response to Prabhakaran P1

‎10-26-2023 12:52 PM - edited ‎10-26-2023 01:34 PM

(((UPDATE: Please note that the article refers to the LEGACY workspace, NOT the new configurable workspace.

(see breadcrumbs "Setting up your legacy workspace > Setting up Record View in legacy workspace")

Therefore this doesn't respond to the original question)))

 

He meant this link: Playbook in CSM Workspace 

Which suggests to create a new config on this list of records under the "Contextual Side Panel" option... (I haven't tried it yet, I'll report back):

 

MiguelAGarcia_0-1698349795783.png

 

Good luck!

Miguel