Use PDIs? Take our 5-minute survey to help shape the PDI roadmap.

Why link is showing when opening playbook for Portal

SS1510
Tera Expert

Hello,

I am working on playbook, i created a content item and record generator, when i click Content item on Portal it shows link instead of opening the form , after clicking to link it redirect to form then,

Is there any way to not show this link?

 

SS1510_0-1786439003966.png

 

1 REPLY 1

ajmalmuhamm
Tera Contributor

Hey @SS1510 ,

 

This behavior is usually related to how the Playbook Content Item and Record Generator are configured. If the Content Item is generating a link first and then redirecting to the form, check the Content Item configuration and make sure the Record Generator is configured to open the generated record/form directly.

If you're using Employee Center/Service Portal, also check the Content Item's Open in new window/tab or navigation behavior, as the portal may render the generated record as a link before navigating to the form.

If the OOB Content Item always displays the generated record as a link, you may need to customize the corresponding Playbook/portal component to automatically redirect to the generated record instead of displaying the link. I would recommend checking the OOB configuration first before customizing the widget/component.