Showcase checklists on Workspace using playbook
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11-26-2023 11:09 PM
Hi All,
I am trying to achieve the following requirement by using Playbook and Workspace for Audit Management.
I need to show case the checklist on workspace ( that I defined using the checklist_template , checklist. LIST tables) but I need to change the checklist that shows up, on change of a drop down value.
Now the problem that I am facing is that On change of the drop down value multiple playbook context get triggered. As I provide this as the playbook trigger condition(PFA the ss).And by using separate checklist task activity , I give the condition that if the selected drop down value is say XYZ, then this activity should run.
Also, I need to showcase the playbook on workspace, to do that either I can show it on sidebar or as a tab(similar to how the related lists are shown for parent table)
I am not able to achieve that as well. I tried the following the mentioned steps but I was unsuccessful.
https://www.servicenow.com/community/next-experience-forum/configurable-workspace-gt-contextual-side...
https://www.servicenow.com/community/next-experience-articles/adding-a-playbook-record-page-tab-to-a...
I have also provided a document that gives an overview of the requirement. And the solution that I have implemented