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.

[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?