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Playbook tab on RITM

ishusingh
Tera Expert

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!

5 REPLIES 5

Thank you @Ankur Bawiskar !

I will try this approach and report back.