Unable to disable Playbook tab for RITM/Task records in Service Operations Workspace

[GopiKrishna Sir]

We are trying to remove/hide the Playbook tab from RITM and Task records in Service Operations Workspace (SOW). We identified the OOB sys_ux_screen record named Playbook SNC and attempted to deactivate it, but the Playbook tab is still visible and continues displaying the message “The Playbook Experience app is not installed.” We also tested adding screen conditions for sc_req_item/task records, but the behavior is not working as expected. Please confirm whether there is any OOB property, supported configuration, or recommended approach to disable/hide the Playbook tab for RITM/Task records in SOW.

[Ankur Bawiskar]

@GopiKrishna Sir 

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 

also check this

How to hide playbook tab if no playbook is active? 

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[Ankur Bawiskar]

@GopiKrishna Sir 

Hope you are doing good.

Did my reply answer your question?

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[Ankur Bawiskar]

@GopiKrishna Sir 

Out of the box I don't see playbook tab on RITM in SOW in PDI

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[Tanushree Maiti]

Hi @GopiKrishna Sir 

Refer: KB2657332 How hide the Playbook tab based on the conditions in the workspace 

Removing Playbook tab from Agent Workspace for HR Case Management 

• Navigate  to sys_ux_screen list
• Filter By 
  App Configuration = HR - Configurable Agent Workspace App Config
  AND
  Page Definition = Playbook
• (a single record will come in search result) Deactivate this record