Demand Playbook is triggered but not visible on Strategic planning worksoace

[saurabha_upare]

We have an out-of-the-box (OOTB) playbook called "Demand Workflow" for Demands.

I published this playbook and then navigated to Strategic Planning Workspace → Demands, where I created a new Demand named "Test".

However, the playbook is not visible on the Demand record. Why is this happening?

Trigger condition of Playbook is Create record (no other conditions) and I checked the Process Execution, Demand Workflow playbook got triggered

We have not done any configuration, everything is OOTB, let me know why it's not visible.

[jameswoodfo · Accepted solution]

Hello,

I am seeing this as well. Here's what I found out:

• If I am logged in as an admin, the playbook doesn't show in Strategic Planning Workspace (SPW).
• If I am logged in as some with the it_demand_manager role, the playbook does  show in SPW.

While you should see this as an admin in my opinion, you might be able to move on with your configuration because rarely should you be using an admin profile in the production instance. I do have a question out to product team regarding this.

[Tanushree Maiti]

Hi @saurabha_upare 

refer: SPW: demands and projects not appearing for portfolio plan based on portfolio lens 

https://www.youtube.com/watch?v=mUUa5qfCSRY

[saurabha_upare]

Not Useful

[Ankur Bawiskar]

@saurabha_upare 

check this and do for demand table

Playbook is visible but not opening in Service Operation Workspace for CUSTOM table. 

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

[Ankur Bawiskar]

@saurabha_upare 

I couldn't find that OOTB playbook

Are you sure it's OOTB or custom?