Removing Playbook tab from Agent Workspace for HR Case Management

[Nikolaj2]

Hi,

I have configured Agent Workspace for HR Case Management configurable workspace for a client. On cases generated by lifecycle events we see the playbook tab. However, this is no configured and should be removed.

I have triede disabling the HR Playbook UIB configuration, but this does not remove the tab.

Can anyone help me with how to get this done? 

[shwetanksingh]

1. Navigate to Workspace Experience > Forms > Workspace View Rules.
2. Click the rule that you want to modify.
3. On the Form Settings tab, select the Hide Details & UI Actions check box to hide UI actions and the Details tab in the Related Items menu.

Please Mark ✅ Correct/helpful, if applicable, Thanks!! 

[Nikolaj2]

Hi Schwetank,

When i select that i get the following error and the playbook tab is still shown:


Dont know if it makes a difference that i am configuring a configurable workspace?

Also i only want to Hide Playbook, not the details tab.

[Marc Mouries]

Before you remove the playbook, you may want to check if there is no further configuration needed on the HR side to present a working playbook.

If you don't need the playbook at this phase of the project:

1. Navigate to Workspace Experience > Actions & Components > Related Items 

2. Find the entry for your table (likely hr_case) 

3. Delete or deactivate the Playbook entry 

Hit the 👍 Helpful or Accept link ↓ if this answer brings you closer to achieving your goal

[Nikolaj2]

Hi Marc,

I have tried that, i have disabled the record for "Task" Table (it was the only relevant one that was already there).


I also tried creating and disabling another one for the actual table:


However in both cases i still see the playbook tab in my configurable workspace:

It seems like what you are suggesting only works for the regular "HR Agent workspace" and not for the configurable "Agent Workspace for HR case management" which you get from the store here: 

https://store.servicenow.com/sn_appstore_store.do#!/store/application/ff837553a1112010db4143775de96b71/1.0.7?referer=%2Fstore%2Fsearch%3Flistingtype%3Dallintegrations%25253Bancillary_app%25253Bcertified_apps%25253Bcontent%25253Bindustry_solution%25253Boem%25253Butility%25253Btemplate%26q%3DAgent%2520workspace%2520for%2520HR%2520case%2520management&sl=sh

Can you help me with how to make it happen for that one?