Playbook tab on RITM

[ishusingh]

Hi everyone,

I followed this video to add a Playbook tab to a Workspace record page: https://www.youtube.com/watch?v=ZmjVlOV-QWU

That part works fine, but I’m trying to refine the behavior a bit further.

Does anyone know if it’s possible to make the Playbook tab only visible when a Playbook actually exists or is triggered for the record?

Right now, the tab shows up even when no Playbook is available, and ideally I’d like to hide it unless there’s something to display. I’ve looked into tab visibility and conditions in UI Builder, but haven’t found a clear approach for this specific use case.

Any guidance or best practices would be really helpful, thanks in advance!

[Tanushree Maiti]

Hi @ishusingh 

refer these links, hope it will help you.

Utah: Adding a Playbook Record Page Tab to a Workspace Record

KB2438424 Playbook Tab Visibility Configurations for Supplier Cases 

[ishusingh]

Thank you @Tanushree Maiti!

I will try this approach and report back. 

[Ankur Bawiskar]

@ishusingh 

you will require to create a new Data resource which checks if current record has playbook linked or not

check this link and response from  @UIB Whisperer 

Utah: Adding a Playbook Record Page Tab to a Workspace Record 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@ishusingh 

Hope you are doing good.

Did my reply answer your question?

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏