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.

[Rajesh152 · Accepted solution]

@saurabha_upare  @jameswoodfo This is a defect in product and it has been fixed in June 2026 release of Portfolio Planning (v8.15.0). This version should be out on 2026-06-11

[saurabha_upare]

@Rajesh152  Thanks